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After successfully creating a rollup, the following options row actions will be available:

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Note: Source Object, Destination Object, Label and the hierarchy of objects cannot be modified in the rollup. However, you can make other changes in different versions, such as adjusting filters or changing the source, destination field.

Action Name

Description

Show Versions

This option will display a list of versions for your rollup.

Info

Reference: Show Versions

Edit

This option will allow you to edit or modify the rollup.

Info

Delete

Permanently remove the rollup from the list.

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Recalculate

The Recalculate functionality allows users to perform a rollup operation on legacy data. This action ensures that historical records are updated with the latest rollup results, providing accurate and consistent data across all records.

Note: This action is only enabled when the rollup is active.

Info

Reference: Recalculations