Parent table with custom key from a formula
I have a child table that is built in Form Engine. A pipeline takes info from the child table and creates a parent table with a custom key. That key is from a text formula field in the child table. ...
There are two ways to go here. One method is to have a pipeline take the value of that formula field on the child record and write it to a scalar field in the child record. Then use that field for the relationship and roll up your totals with a normal summary field on the relationship.
The pipeline can be set to Trigger, every time a child record is created or modified, and when the formula field is not equal to the scalar field.
I would suggest you also set up a safety net process each night to look for any child records that for some reason, the regular pipeline didn't handle during the day.
I typically use that method above, but the other possibility is to use a formula query on the parent record to get the totals from the children.
