The Recalculate functionality enables users to perform a rollup operation on legacy data. This operation updates all existing records with the latest rollup results and displays the updated values in the selected destination field.
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Reference: What is destination field? |
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Users can apply custom filters to
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determine which records
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are included in the recalculation operation. Upon completion of the recalculation process, users will receive an email alert containing a detailed report. This report will include the total number of records processed, the number successfully updated, and the number that failed.
Refer to the below email template for the details.
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Manage Recalculation:
In the Recalculation List View, you can see the created recalculation records. This view provides detailed information about each recalculation record, including the following details:
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After creating a recalculation, you will have access to the following row actions
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Action Name | Description | ||
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Run Now | It allows you to run the created recalculation whenever needed. | ||
Show History | It displays the list of recalculations you have created.
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Edit | You can edit or modify the recalculation record.
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Delete | You can delete the recalculation record if needed. |
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