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.
Edit
If the user wants to edit the existing action click on Edit. But a user can edit only the Label, and Description on the first page and add, and remove roll-up types, and custom filters on the next page. However, the user cannot edit the previously defined object path.
Delete
If the user wants to delete the existing rollup action, click on Delete. This will permanently delete the rollup and its versions.
Recalculations
Recalculation functionality is used when the user wants to perform a rollup operation on legacy data. After recalculating, the user can see rollup result data populated on all existing records.
If the user needs to calculate the newly created action on the existing records then select the recalculation option and can apply the custom filter to identify which records the user wants to consider for the recalculation operation.
To create a recalculation record for a particular rollup, click on the New button on the recalculation homepage.
Select the Rollup by clicking on the ‘Rollups’ watermark. Here you can select the rollup on which you want to perform the recalculation action.
Note: Only the active rollups list will be displayed in this field. The label and the name of the recalculation record will be auto-populated as per the name of the selected rollup.
After selecting the rollup, enter the appropriate batch size to perform the recalculation on existing records.
Note: Batch size will be 200 by default. Users can change the batch size up to 2000.
Users can add custom filters to filter out the precise records by clicking on “Add Condition” considering the recalculation action.
Here, the user can add the custom filter based on the destination object of the rollup.
If the user adds multiple filters then we can apply logical conditions to it.
Finally, the user needs to click on the Save button to save all the details and create a recalculation record.
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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