Advance Minimum

The Advanced Minimum feature allows you to add additional mappings to the Minimum rollup 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 result in relation to other data.

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: "Ryan 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.

Configuration

When you select the rollup type as Minimum, you will see the following configurations:

Minimum Rollup Type Config

Attribute Name	Description

Attribute Name	Description
Source	Users can select the source field from which to perform rollup calculations or derive data.
Destination	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 after calculating the minimum value. To know more about Order By, click here

Additional Mappings

Add Mapping Config

Attribute Name	Description

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 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 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.

Standard Delimiters Suggested

Name	Delimiter

Name	Delimiter
Comma	`,`
Period	`.`
Colon	`:`
Semicolon	`;`
Pipe	`\|`

Standard Qualifiers Suggested

Name	Qualifier

Name	Qualifier
Single Quote	`'`
Double Quote	`"`
Bracket	`[ ]`
Parenthesis	`( )`
Curly Braces	`{ }`
Underscore	`_`
Percent	`%`

Order By

The Order By feature allows users to sort data in the related 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.

PWR Rollups