Perform calculations on linked records with aggregations

01 Feb 2024

Perform calculations on linked records with aggregations

Feature Update|01 Feb 2024

Perform calculations on linked records with aggregations

Perform calculations on linked records with aggregations

What is an aggregation? An aggregation is a number that is calculated from records in a linked collection, or occurrences in a linked record. Aggregations a count of linked records, total, average, minimum, maximum, and change over time for a field in given linked records.

Simply put, you can now see a specific number of occurrences of a specific event within a record. 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.

The aggregations feature is helpful to 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.

Fields
Aggregations
Measurements
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