What is an aggregation?

An aggregation is a number that is calculated from the records in a linked collection, or occurrences in a linked record. Aggregations include the total, average, minimum, or maximum number of occurrences in a record or collection.

Simply put, you can now see a specific number of occurrences of a specific event within a record (or collection). For example, you could see the total, average, maximum, or minimum number of times a specific process has been audited, or how many attempts at contacting a certain customer have been made. In the collection under the record column, you will see the aggregate number of occurrences, displayed as the total number, the average number, or the minimum/maximum number, depending on the configuration you set up.

Aggregations can also be used to aggregate any numerical fields. For example this feature can be used to count the number of components in a subassembly or the total cost of those components.

How to set up an aggregation?

Add an aggregation field to your collection;

  • Open Collection Configuration using the three dots in the top-right of the window and selecting the configuration cogs.
  • Click on fields
  • Navigate to add field
  • Give your field a name
  • Select aggregation as the field type (use the search bar to help)
  • Click the down arrow on the right to give you more aggregation options
  • Select your target collection (Please note this has to be already linked with the current collection)
  • Select the mode from the following options:
    • Count
    • Sum
    • Average
    • Minimum
    • Maximum
  • If you have selected any of the modes besides 'count' - you will need to specify the target field, from the target collection. Please note: only numerical target fields can be aggregated.
  • Click Add or Save
  • Exit the collection configurator.

This screenshot shows an aggregation of component costs within a subsystem.

Create Aggregation

The aggregation feature is helpful for users because they’ll be able to quickly see the number of occurrences attached to a specific task, process, or activity, that are linked to a specific record. They can then determine where to focus their time, increasing process efficiency.