Show Versions
After every edit operation on rollup, it creates a new version of it, so even if you need a previous Rollup you can access it from there.
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Reference: Rollup Versions |
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Recalculations
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Recalculation Home Page:
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How to Perform a Recalculation
Click the 'New' button to perform a new recalculation.
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Reference: What is Recalculation? |
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Select the Rollup by clicking on the ‘Rollups’ option. Here you can select the rollup on which Select the rollup for which you want to perform the recalculation action.
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Note: If no rollups are created, click here to learn how to create a new rollup. |
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Provide the Batch Size.
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Note: The default batch size is 200. Users can change the batch size up to 2000. For more information, please check the Batch Size section in the rollup documentation. |
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Users You can add multiple filter conditions and add custom filters to filter out the precise records by clicking on “Add Condition” considering the recalculation actionlogic to recalculate specific records.
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Reference: Filters |
Here, the user can add the custom filter based on the destination object of the rollup.
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If the user adds multiple filters then we can apply logical conditions to it.
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Finally, the user needs to click on the Save button to save all the details and create a recalculation record.
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Here user can initiate the recalculation process on the selected rollup while saving the record. By clicking on the “Save & Run” button, the recalculation record will be saved and the recalculation process will initiate at the same time.
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Landing Page
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You can click Save to save the recalculate else you can click on Save & Run to Save and Run the Recalculation for selected rollup immediately.
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After successfully creating a recalculation record, several options will be available. Please check the Recalculation Actions section for more information.
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