How it works
Summarize the records that meet a defined condition. Separate submitted work from accepted deliverables, or priority issues from the total workload.
A concrete business example
Compare all project tasks with those marked accepted. The difference reveals work awaiting review rather than treating every submission as a finished result.
How it supports people and agents
Use explicit conditions instead of redefining a metric in each prompt. Test changes against real examples before using the result in a management review.
Core scope and boundaries
The calculation depends on its source data. Counting an accepted label does not establish whether the acceptance was properly authorized.
Start with a real case
- Choose the objects that need a relationship and name its business meaning.
- Link a small real sample and verify the direction and calculation inputs.
- Check missing links and source changes before using the summary for decisions.
Core product guide: these pages explain foundational capabilities and configurable application patterns. Integrations and the selected product release require validation. Enterprise automation, fine-grained governance and independent verification are separate scope.