Not sure this is the right channel - but hoping someone could help me come up with a custom record that would accomplish the following: At header level of each record: Name Total (ideally calculated automatically from subtable column) Then a subtable with the following: Size & Qty Subtable would look similar to this screenshot

You can set two custom record one is parent ( Name) second one if the table which is child of parent. That will give you above. I’m not clear about total or sum from child record. Give me the real scenario so that I can visualise what you are trying to accomplish.

The real world scenario is pretty close to the image above. Version 1 would have like 40 size options in column A and then in column B the qty would vary for each size. Version 2 has that same size list for column A but then column B qty is totally different. There are about 600 different size and quantity “versions”. Those size and qty values then get used to display on a printed template or email for transactions.

How these table are linked to transactions. I did implementation while ago where they were using matrix items and they used sublist of items by size and quantity for print outputs. You should be able to create this by parent and child custom record as suggested above.

You need to check “record is parent” on the list/record tying your custom record to the other record. Regarding the sum... create a saved search summing whatever value you need. One result. new custom field, and in the field, set the Search under Validation & Defaulting to the search you made above.