List Rollup Type

The List rollup type generates a list of all values from the selected fields across related records. This type of rollup performs collection of data into a single string where each value is typically separated by a delimiter , qualifier and record delimiter.

For example, In a Sales Order object with related Order Item records, you can use the List rollup type to compile multiple fields, such as 'Item Name' and 'Item Quantity,' into a single field on the Sales Order. After the rollup calculation, it will return concatenated details of each item in the selected destination field on the Sales Order object, using the specified delimiters.

Fields to Rollup: Item Name, Item Quantity
Delimiter: Hyphen (-)
Qualifier: Brackets ([ ])
Record Delimiter: Semicolon (;)

Sales Order 001:
- Item Name: Item Quantity : "Laptop": 1
- Item Name: Item Quantity : "Mouse": 2
- Item Name - Item Quantity : "Keyboard" - 1

Result: [Laptop - 1]; [Mouse - 2]; [Keyboard - 1]

Configuration

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

Attribute Name	Description

Attribute Name	Description
Source Fields	Specifies the fields from related records that will be included in the list.
Destination	Defines the field on the parent object where the concatenated list will be stored.
Delimiter	Specifies the character(s) used to separate concatenated values, within a record, in the resulting string. Note: 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 character(s) to be added before and/or after each concatenated value. Note: Although, users are not restricted to what qualifier they can use, we recommend you these standard qualifiers for better viewing and understanding of data.
Record Delimiter	Defines the character(s) used to separate individual records in the resulting list.
Order By	Specifies the order in which values should be concatenated (e.g., alphabetical, by date).

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	`%`

Standard Record Delimiters Suggested

Name	Record Delimiter

Name	Record Delimiter
Semicolon	`;`
Newline	`\n`
Percent	`%`

Order By

Order By Config

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