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The Advanced Minimum feature allows you to add additional mappings to the Minimumrollup type while calculating the minimum value from related records. This provides more clarity and context to the result by including additional fields that help to better understand the minimum value result in relation to other data.

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For example, consider an Account object with related Opportunity records. When calculating the minimum "Close Date" among all opportunities, you can use the Advanced Minimum feature to include additional fields in the rollup result.

  • Field to Rollup: Close Date (to find the minimum)

    Additional Mappings: Opportunity Name

    Configuration:

    • Source: Opportunity Name

    • Destination: Opportunity Details

  • Result:

    • Account: Acme Corp

      • Minimum Close Date: 2024-02-15

      • Opportunity Details: "New Product LaunchRyan Constructions CRM Consulting"

In this example, the Advanced minimum feature provides the minimum close date among all opportunities and includes the name of the opportunity with that minimum close date. This added context helps in better understanding and verifying the result.

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Attribute Name

Description

Source

In this section, users Users can select the source field from which to perform rollup calculations or derive data.

Destination

In this section, users Users can select the field where the result of the rollup calculation will be displayed.

Additional Mappings

This button allows you to include additional fields in the rollup calculation, providing more context to the minimum value.

Order By

It specifies the field by which the records should be sorted before calculating the minimum value. This helps to ensure that after calculating the minimum value is determined in the desired context or order.

Info

To know more about Order By, click here

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Attribute Name

Description

Record Selection Mode

Determines how records are selected for the rollup calculation

  • Return One Record: If you select the this option, the rollup will return the value of only one first record based on the criteria specified in the Order By field.

  • Return All Records: If multiple records share the minimum value and you want to retrieve all corresponding values records from the source field, select the Return All Records option.

Source

Here you can select the field that you want to map additionally for inclusion in the rollup calculation.

Destination

Here you can choose the field where the rollup result will be stored on the parent object.

Delimiter

Specifies the character(s) used to separate concatenated values in the resulting string.

Note:

  • This field is only visible if you select Record Selection Mode as Return All Records.

  • Although, users are not restricted to what delimiter they can use, we recommend you these standard delimiters for better viewing and understanding of data.

Qualifier

Defines the text to be added before and/or after each concatenated value.

Note:

  • This field is only visible if you select Record Selection Mode as Return All Records.

  • Although, users are not restricted to what qualifier they can use, we recommend you these standard qualifiers for better viewing and understanding of data.

...

Name

Delimiter

Comma

,

Period

.

Colon

:

Semicolon

;

Pipe

|

Standard Qualifiers Suggested

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  • The Order By feature allows users to sort data in the related list records in both ascending and descending order.

  • You can apply sorting to multiple fields simultaneously, enabling you to organize and view records more effectively.

  • This feature enhances data presentation flexibility, helping users quickly locate and analyze the information they need.