Method Community

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

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