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
Last Published Sunday, July 20, 2025