How Roll-Up Responses into Parent Works
The Sentinel can roll up numeric fields in response documents into their parent documents. Roll-Up Totals is a necessary Import function because some Applications require the import of information into Response Documents when the information is available in the Main (or Parent) Document only. Notes Macros do not provide an easy solution to this need, so we developed a Roll-Up Totals form to accomplish this important load task.
Points to Remember
1. List the Field Name that needs to be totaled in the Field To Total section of the Main (or Parent) Document.
2. If you want the fields to have a different name in the Parent Document, list the new names in the Store Value In section of the Roll-Up form; in the same order that they appear in the Field To Total section.
3. If you want to use the same field names, you do not need to type anything into the Store Value In section.
Sample Uses
1. Use this to create Total sales in a parent document based on sales information in response documents.
2. If you are using Text information, use the Combine Notes Fields task to create a multi-value text list in the parent document.
Tips and Techniques
1. Use the selection formula in the View field of the Roll Up Task form to restrict which values the Sentinel will roll up. For example, if you want to roll-up only US sales, make a View selection formula like: Select Form = "Main" | (form = "Sales" & Country = "US"). All other countries will not appear in the view, and the Sentinel will not "see" them. They therefore will not be rolled up.
Examples
1. In this Example, we will execute an Agent that will Roll-Up totals in a Notes Form.
In this Example, Sales Totals exist in the Parent Document and need to be available in the Response Document..
The Totals Form allows you to roll-up or summarize any Numeric Field in a Response Document into a Response Parent with the same or different name.
After
Response Document Field Information
1. Field To Total: List the FieldName you are going to add up in the Response Document.
2. Store Value In: If the field that the Total is going into in the Parent Document has a different Field Name, enter it here. In our example the Field Name in the Parent Document is the same as the Field Name in the Response Document.
3. View Name: Enter the name of the View you are executing the Roll-Up in.
4. Form Name: Enter the name of the Form you are putting the information into.