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Selective Summation within a Dynamic Line Item Grou

  • October 30, 2025
  • 1 reply
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I am trying to calculate a subtotal from a repeatable section of line items where users manually enter a quantity for different non-standard products (Manual Items). Crucially, I only need to sum the Quantity field for 5 out of the 10 possible products in that group. How can I configure a Summary Variable or Price Rule to conditionally filter and sum the Quantity field based on the product name or ID for only the 5 required rows, so I can use that targeted subtotal for subsequent pricing logic?

Best answer by Ariela Duntov

Great question/ use case. We’re gonna have to get creative here!

The first portion of this logic is that we need the system to determine if a row needs to be included or not included in this subtotal. This is a binary situation - True or False.

Create a question that defaults to a calculated answer of 0 (don’t include).

Then you can add a condition that says if Product = X, Y, or Z, etc. then turn to a 1 (include).

Then you’ll have a second question that pull that value if the first question is a 1. So it defaults to 0, and changes to the value you need if the first question = 1.

You can then total the values from the second question as needed.

 

 

PS - you can also combine the questions into 1 by creating a single question that defaults to 0 and a conditional answer that if product = X, Y, Z, to pull value.

1 reply

Ariela Duntov
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  • Community Manager
  • Answer
  • November 3, 2025

Great question/ use case. We’re gonna have to get creative here!

The first portion of this logic is that we need the system to determine if a row needs to be included or not included in this subtotal. This is a binary situation - True or False.

Create a question that defaults to a calculated answer of 0 (don’t include).

Then you can add a condition that says if Product = X, Y, or Z, etc. then turn to a 1 (include).

Then you’ll have a second question that pull that value if the first question is a 1. So it defaults to 0, and changes to the value you need if the first question = 1.

You can then total the values from the second question as needed.

 

 

PS - you can also combine the questions into 1 by creating a single question that defaults to 0 and a conditional answer that if product = X, Y, Z, to pull value.