Balance

Stores a running balance maintained by the balance engine. It can start with an opening value; later movements come from configured Table balance rules.

When to use

Use it for stock remaining, a customer account balance, or another total that must follow recorded movements. Choose Number for a manually entered amount or a local formula.

Settings

The field supports a default opening value, decimal precision (default 2), money mode, currency, bold text, color, field size, and inline layout.

Configure movement rules on the source Table:

1. A Form column identifies the target task (target_task_field_id).
2. A Balance field on that task receives the movement (target_balance_field_id).
3. A numeric source column supplies the amount (delta_field_id).
4. A multiplier controls its sign or scale (multiplier, default 1).

For example, a receipt row adds quantity with multiplier 1; an issue row subtracts it with multiplier -1. The engine records entries and applies the difference when a source movement changes. Existing balances cannot be overwritten through ordinary item updates. Deleting source tasks has an explicit reversal option; do not assume every deletion reverses movements automatically.

See shared field settings for workflow visibility, requirements, and layout options supported by this type.

Backend type: BalanceField.