Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Sum Related Instances

Sum Related Instances

Security:
Custom Field Management
 domain in the System functional area.
You can use the calculated field to sum instances of a related business object based on a condition.
Workday sums only the related instances you have permission to view.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Sum Related Instances
     from the
    Function
     prompt.
  3. On the
    Calculation
     tab, select a multi-instance or single instance field from the
    Related Field
     prompt.
  4. In the
    Sum
     section, click:
    • All instances
      .
    • Instances where condition is true
       to sum only the instances that meet the specified condition.
  5. Select a currency or numeric field from the
    Field to Sum
     prompt.
    If you select a currency field, all currency fields must use the same currency code. Otherwise, Workday displays an error.
You can use the calculated field to:
  • Calculate the average performance review rating for each organization.
  • Calculate the VAT amount for each supplier invoice by summing the taxable invoice lines.
  • Sum the employer benefit costs of an employee to calculate their total compensation.
  • Sum the expense line items for meals in an expense report for comparison against an approval limit.
  • Sum the total number of days off an employee has taken in a given time period.
You can create:
  • Additional calculated fields.
  • New calculated fields from within a sum related instances calculated field.