The Add Rollup Action enables users to aggregate and compute data based on applied filter criteria within an object structure. This action facilitates accurate data rollup and calculation.
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This section allows users to define and apply multiple rollup aggregate actions within a single hierarchy.
You can add multiple Rollup Types, such as Average, Concat, Count, Count Distinct, List, Maximum, Minimum, and Sum, within a single rollup by using the Add Rollup Action option button.
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What is source field?
In this section, users Users can select the source field from which to perform rollup calculations or derive data. For instance, if
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For example, If you need to calculate the maximum age among students, you would select the "age" field from the "student" source object. |
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Example:
By selecting the appropriate source field, you can easily compute and aggregate data as needed. |
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What is destination field?
In this section, users Users can select the field where the result of the rollup calculation will be displayed.
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Example:For example,
If the desired field is not available, you can create a new field directly from the rollup interface using the Create New Field option. |
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If you do not have an existing field to display the result, you can create a new field directly from the same page. Follow these steps:
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Click on "Create New Field"."
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Provide a label and an API Name.
Select the appropriate Field type either Number or Text that best represents your data.
Provide a description for the field.
Click "Save”.
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By following these steps, you can easily create a new field to display your rollup calculation results.
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Note: Ensure that the newly created field is added to the appropriate page layout to make it visible and accessible.
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