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home/Knowledge Base/Template Designer(DCP)/How to create totals in the footer of a table

How to create totals in the footer of a table

972 views 0 Updated on March 2, 2023

This article describes how to build sums of line items witin a table using the Mark as Sum-Field-option.  

In the following example, a quote is created with two different groups of products. For each group, a sum should be displayed in the grouping footer. 

Please note:

  • If you need more information on creating relationships using the DocumentsCorePack (DCP) TemplateDesigner, have a look at this article.
  • For details on how to create a grouped table see this article. 

Step-by-step description  

Step 1: Start by opening the DocumentsCorePack template and navigate to the table where you want to define a sum over a set of line items.  

We want the sum to appear in the footer of a table.  

Table which should show the sum in the footer
Figure 1: Table which should show the sum in the footer

Step 2: ❶ Copy the field that should be ❷ summed up into the footer. In our example, we are using the <<extendedamount>> field from the last column of the table.  

Please note: If a footer row is needed, add it via the Edit table options in the mscrm-addons.com ribbon.

Sum up a field in the footer
Figure 2: Sum up a field in the footer

Step 3: Next step is to place the ❶ cursor on the field, where you want the sum to appear. In the drop-down of the Grouping, options select ❷ Mark as Sum-Field. 

Mark fields as sum fields
Figure 3: Mark fields as sum fields

Step 4: To publish it to Dynamics 365 use the [Save Template]-button. If you want to test it, follow this link for helpful information. 

Step 5: This result template shows a wonderful insight into the Mark as Sum-Field feature: 

❶ The product group Recurring Subscriptions with the products ActivityTools and DocumentsCorePack and ❷ the sum of the group about the two product items.  

❸ Then the group Service, including a workshop and a configuration setup, with the ❹ corresponding sum of the service items and the ❺ total amount of both groups. 

Result template showing grouping
Figure 4: The result template shows grouping

That´s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com. 

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