Line Item Total

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, the costed lines do not roll up to the summary rows in any of the forms. The following table lists additional scenarios:

Item

Check box "Total the Cost Breakdown values in the line item" in the BP upper form

Check box "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.

2

Unchecked

Unchecked

Sum of All Rows

Blank, editable/required/read-only, per definition.

3

Unchecked

Checked

As Defined

Blank, editable/required/read-only, per definition.

4

Unchecked

Checked

Sum of All Rows

Blank, editable/required/read-only, per definition.

5

Checked

Unchecked

As Defined

If the DE is set to "Manual," the summary cell is 0 (zero). The field is editable/required/read-only, per definition. If the field is editable/required, you can change the value.

5

Checked

Unchecked

As Defined

If the DE is set to "Formula," 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," the summary cell shows the auto-populated value. The field is editable/required/read-only, per definition. If the field is editable/required, 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.

7

Checked

Checked

As Defined

If the DE is set to "Manual," the summary cell is 0 (zero). The field is editable/required/read-only, per definition. If the field is editable/required, you can change the value.

Note: This behavior overrides the check box "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," the summary cell is calculated per formula. The field is read-only.

Note: This behavior overrides the check box "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," the summary cell shows the auto-populated value. The field is editable/required/read-only, per definition. If the field is editable/required, you can change the value.

Note: This behavior overrides the check box "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. The system applies the check box "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.

See Also

Summary Row Totals

Summary Total



Last Published Sunday, July 20, 2025