If the uDesigner option "Total the Cost Breakdown values to the line item" is unchecked, even if the "Summary Total" option has been defined in detail form, then the costed lines does not roll up to the summary rows in any of the forms. The following table lists additional scenarios:
Item | Checkbox "Total the Cost Breakdown values in the line item" in the BP upper form | Checkbox "Costed Amount must be equal to the line item total" in the BP upper form | Summary Total definition for a numeric Data Element on the BP detail form | Expected behavior of corresponding summary cell during runtime |
|---|---|---|---|---|
1 | Unchecked | Unchecked | As Defined | Blank, editable/required/read-only, per definition in uDesigner. |
2 | Unchecked | Unchecked | Sum of All Rows | Blank, editable/required/read-only, per definition in uDesigner. |
3 | Unchecked | Checked | As Defined | Blank, editable/required/read-only, per definition in uDesigner. |
4 | Unchecked | Checked | Sum of All Rows | Blank, editable/required/read-only, per definition in uDesigner. |
5 | Checked | Unchecked | As Defined | If the DE is set to "Manual" in uDesigner, then the summary cell is 0 (zero). The field is editable/required/read-only, per definition in uDesigner. If the field is editable/required, then you can change the value. |
5 | Checked | Unchecked | As Defined | If the DE is set to "Formula" in uDesigner, then the summary cell is calculated per formula. The field is read-only. |
5 | Checked | Unchecked | As Defined | If the DE is set to "Auto-populate" in uDesigner, then the summary cell shows the auto-populated value. The field is editable/required/read-only, per definition in uDesigner. If the field is editable/required, then you can change the value. |
6 | Checked | Unchecked | Sum of All Rows | The summary cell is populated by the system as sum of all rows. This field is editable/required/read-only, per definition in uDesigner. |
7 | Checked | Checked | As Defined | If the DE is set to "Manual" in uDesigner, then the summary cell is 0 (zero). The field is editable/required/read-only, per definition in uDesigner. If the field is editable/required, then you can change the value. Note: This behavior overrides the checkbox "Costed Amount must be equal to the line item total" and must be allowed. |
7 | Checked | Checked | As Defined | If the DE is set to "Formula" in uDesigner, then the summary cell is calculated per formula. The field is read-only. Note: This behavior overrides the checkbox "Costed Amount must be equal to the line item total" and must be allowed. |
7 | Checked | Checked | As Defined | If the DE is set to "Auto-populate" in uDesigner, then the summary cell shows the auto-populated value. The field is editable/required/read-only, per definition in uDesigner. If the field is editable/required, then you can change the value. Note: This behavior overrides the checkbox "Costed Amount must be equal to the line item total" and must be allowed. |
8 | Checked | Checked | Sum of All Rows | The summary cell is populated by the system as sum of all rows. The field is editable/required/read-only, per definition in uDesigner. The system applies the checkbox "Costed Amount must be equal to the line item total" and prevents if you manually change the value to something other than sum of all rows. |