A Summation user defined field (UDF) is a Permanent Information field available for use in a data grid, form, report, or as a filter in scheduling. It is a simple yet powerful UDF that provides useful information when analyzing pipeline data.
The function of a Summation UDF is to aggregate data for a target field using one of the following operators: Average, Count, Latest, Maximum, Minimum, and Sum. As an option, you can also include one or more filters that run either before or after the data aggregation.
Information in this section explains how to work with a Summation user defined field. Topics include those in the following list: