What Is the Aggregation Field?
The Aggregation Field enables real-time computation based on data in a related form and stores the result in the current form. Supported operations include +, -, *, /, (), SUM, AVERAGE, COUNT.
Where to Use the Aggregation Field?
Customer Management: Calculate a customer's total order amount or the total number of orders in real-time.
Inventory Management: Compute real-time inventory based on initial stock, inbound quantity, and outbound quantity.
Prerequisite
1. This is an advanced feature. The number of forms per app that can use aggregation fields varies by plan:
Plan | Free Trial | Standard | Enterprise | Ultimate |
Form Limit per App | 100 forms | 25 forms | 100 forms | 100 forms |
Note:
This feature is not supported in discontinued legacy plans. Some plans support add-ons to increase the number of supported forms. For more details, check out the Jodoo Pricing page.
2. Usage Conditions:
The current form must be linked to another form or itself via a Lookup field.
The current form must act as the master form in the relationship.
Each form can have up to 100 aggregation fields.
What Does It Look Like?
How to Set It Up?
On the form design page, add an aggregation field by clicking/dragging and dropping. Then you can configure it in Field Properties.
Editing the Formula
Click Settings under Formula, the formula can be used for calculating:
Standard Variables: Numeric fields in the current form.
Aggregate Variables: Numeric fields or record count from related forms. When selecting an aggregate variable, you can configure:
Aggregate Method:
SUM,AVG,COUNTFilter Conditions: Only records meeting certain criteria will be included in the calculation.
Supported operators and functions:
Operators:
+,-,*,/,==,<,>,<=,>=,!=Math Functions:
INT,ROUNDLogical Functions:
AND,IF,IFS,OROther:
()
Notes:
1. Aggregation fields can be used as standard variables in other aggregation field formulas in the current form. However, mutual referencing between aggregation fields is not supported.
2. A single form can reference up to 20 related forms across all aggregation fields.
3. A single formula can reference fields from up to 20 related forms, with up to 10 aggregate variables per form.
4. Each aggregate variable can have up to 10 filter conditions.
5. Formulas must contain at least one aggregate variable. In IF or IFS, the first argument must be a Boolean (TRUE or FALSE), not a number.
Format Setting
The format can be set as:
Numeric: Set decimal precision and enable thousand separators.
Percentage: Set decimal precision for percentage display.
Full Recalculation
Whenever a new aggregation field is added or an existing one is modified, a full recalculation is triggered upon saving the form to ensure data accuracy.
If recalculation does not occur as expected, navigate to App Management > Aggregation, locate the form, and click Calculate.
Field Capabilities
The aggregation field is supported in a wide range of features:
场景类型
Feature Type | Functionality | Notes |
Form Design | Field Display Settings | |
Form Design | Filter Conditions (Select the Linked Form field) Data Linkage Settings (Assign values to the Number field) | |
Form Design |
| |
Form Design |
| |
Form Design |
| |
Extension | Custom | |
Extension | Data Details | The Brief field |
Extension | Notification Content | |
Extension | Conditions | |
Extension | Set as a notification field | |
Extension | Aggregate calculation is available in the following nodes:
| |
Form Publishing |
| |
Form Publishing | External Link Permission Configuration (View only) | |
Form Publishing |
| |
Workflow | View only | |
Workflow | Optional Field | |
Manage Data | View | Displaying Fields, Filtering, Searching, Sorting |
Manage Data | —— | |
Manage Data | Batch Printing:
| —— |
Data Analysis | Dashboard |
|
Data Analysis | Data Factory | Can be viewed as a Number field and invoked by the data factory:
|
API |
| —— |
More to Know
General
1. The final value is based on post-submission calculation; preview during input is for reference only.
2. Field values are stored in the current form’s database.
3. Subfields in related forms are not supported for aggregation.
4. When the related data is added/updated/deleted, the aggregation field recalculates and updates its value in real-time. Changes are logged.
5. Aggregation field changes do not trigger Automations Pro or Webhooks.
6. Aggregation fields cannot be added as subfields or nested into subforms.
7. Aggregation fields support copy and delete operations, but deleted fields cannot be recovered.
Filter Conditions
When adding a filter condition for an aggregate variable, you should set:
Related Form Fields: Supports both form fields (Single Line, Multi Line, Number, Date&Time, Radio, Checkbox, Single Select, Multi Select, Member, Members, Department, Departments, Image, Attachment, Signature) and system fields (submission time, WeChat OpenID, extension fields)
Filter Operators: Depend on field type [e.g., (not) equals, (not) equals any, is (not) empty].
Filter Value: Based on the selected field and operator.
Multiple filter conditions are joined with AND logic; only records meeting all conditions will be included in the aggregation.