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Sum field from Custom record
I have a case record that we use to track an insurance "policy". We also have a custom record "payments" which track premium payments for the policy. There is a parent-child relationship on the policy record to the payments.
I know I can create a saved search that, using 'group' and 'sum', can total the payments for a policy.
On the policy record there is a field "cost".
I would like the saved search to calculate a new value "basis" that is the sum of the "cost" field and the 'sum of all "payments"'.
to start testing how to do this, I tried creating a formula result field with the formula SUM({custrecord_payments_policy.custrecord_payments_amount}) just to get the sum without using grouping. This did not work.
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