Re: grid column formula

Method_Inderdeep — Tue, 05 Aug 2025 12:11:11 GMT

Hi MarkC,

There is no SQL override in Method like in NEW Classic. Aggregate from a linked table but only in specific contexts.

Workaround using Actions + Fields:

You can create a numeric field (e.g., “Total Amount”) in the parent table.
Then use Actions (e.g., “Loop Through Table”) in a screen or AppRoutines to calculate and store the sum/count from the linked table.
Example: Sum all Opportunities for a Customer when a screen loads or a button is clicked.

Example Use Case:

Goal: Display the total invoice amount for a customer on a custom screen.

Create a field in the Customer table: TotalInvoiceAmount.
On your custom screen:
1. Use an action loop to fetch all Invoices linked to the Customer.
2. Sum the Amount field.
3. Update TotalInvoiceAmount in the Customer table.
Display this field wherever needed.

SQL Override?

No — Method CRM no longer supports "SQL override" or direct SQL querying like Classic versions might have allowed. The entire customization model is no-code / low-code.

-Inder

grid column formula

MarkC — Wed, 30 Jul 2025 21:16:49 GMT

Can you have a formula that aggregates data from a linked table? I believe it use to be called sql overide

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Re: grid column formula

grid column formula