Add a Summation User Defined Field

Complete the following steps to add a Summation UDF:

Click Tools > Field and UDF Customizations to open the Field and UDF Customizations window.

Field and UDF Customization Window
If you want to select a grid layout theme, click Customize to open the Column Selections window, select a theme from the Select a Layout Theme field, and click Save.

Column Selections Window
Double-click Facility Surveys > Common to All Facilities in the Properties pane. Then click Permanent Information to display a grid with fields and property settings common to all facilities).

Field and UDF Customizations - Permanent Information Table
Click Summation in the toolbar to open the Add Summation Field window.

Add Summation Field
Type a unique name for the UDF in the Caption field.
Select a target field in the list of fields in the selection pane. For example, click the expand icon for Galvanic Anode Information Fields, then double-click Activate Galvanic Anode P/S. A indicates a selection.

Summation Target Field
Select an Operator option.

The Summation expression displays in the top right-hand corner of the window, such as Count: Activate Galvanic Anode P/S, as shown in the following example.

Target Field and Operator
If you want to filter the data included in the summation, add an AND filter or OR filter as needed. Adding an AND filter group produces a subset of records that meet all filter conditions. Adding an OR filter group produces a subset of records that meet any of the filter conditions. PCS processes filters in a filter group in descending order beginning with the filter at the top of the filter group. Refer to the Themes and Filter Groups for Pipeline Records sections Add or Edit an AND Filter Group for Pipeline Records and Add or Edit an OR Filter Group for Pipeline Records for information on using these filters.

New 'And' and 'Or' Filters
Click Save to save your UDF and close the Add Summation Field window.