How to Add Item Footers


I like that Commitments now show the total amount on an Items tab footer. Can I add a totals footer on other Doc types that have an Items grid?


Yes. You will need to add some UI Configuration and a rule for that Doc type.

UI Configuration:

  1. Go to the UI Configuration tool on the System Admin Dashboard.
  2. Use the filters to select the correct Doc Type, Part and Item (field) of the Item column that you want to total.
  3. Check the Show Live Configuration
  4. If there is no user row for this field (user rows show edit and trash icons), click the copy icon to add a new row. If a user row already exists, you can modify that row.
  5. Go to the Extended column and add CSS=uiColFoot followed by one of the following:
    1. uiDistinctCnt; to total the number of distinct values in the column
    2. uiSumAmt; to total the amounts in the column
    3. uiSumQty; to total the units in the column
  6. Save your changes.

Examples of the configuration needed for the results shown above.

DocTypeConfig Rule:

  1. Go to the Rule Maintenance tool on the System Admin Dashboard.
  2. Select and expand the DocTypeConfig rule group.
  3. Select and add an ItemFooter rule for the correct Doc Type.
  4. Click in the Result Value to check it.
  5. Save. Make sure the Result Value is still checked.