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.
Reference: What is destination field?
Users can apply custom filters to determine which records 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.
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:
Column Name | Description |
|---|---|
Rollup Name | The name of the rollup associated with the recalculation. |
Rollup Version | The specific version of the rollup used. |
Number of Succeeded Records | The count of records successfully recalculated. |
Number of Failed Records | The count of records that failed during recalculation. |
Last Run Record | Information about the most recent run of the recalculation. |
Last Recalculated On | The date and time when the recalculation was last performed. |
Note: If there are any failed records after a recalculation, a Retry option will become available. This option allows you to reattempt the recalculation specifically for the failed records, without affecting the successfully processed ones.
New Recalculation
In this section, you can create a recalculation record to compute results for legacy records across the various rollups you’ve set up. You can also run the recalculation at any time using this record. Provide the following parameters to create a recalculation record:
Parameter | Description |
|---|---|
Rollup | It provides you the list of records from where you can select appropriate rollup to recalculate. Note: Once you select a rollup and save it, it cannot be changed. Only active rollups will be displayed in this list. |
Filter | Set the filters to calculate specific records. Reference: Filters |
Batch Size | Set the size for processing records in batches. Reference: Batch Size |
Label | Provide an appropriate label for the recalculation. |
Name | Provide an appropriate Name for the recalculation. |
Recalculation Actions
After creating a recalculation, you will have access to the following row actions
Action Name | Description |
|---|---|
Run Now | It allows you to run the created recalculation whenever needed. |
Show History | It displays the list of recalculations you have created. Reference: Show History |
Edit | You can edit or modify the recalculation record. You cannot modify or change the Rollup and Name. |
Delete | You can delete the recalculation record if needed. |