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 minimum value 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: "New Product Launch"
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:
Attribute Name | Description |
|---|---|
Source | In this section, users can select the source field from which to perform rollup calculations or derive data. |
Destination | In this section, 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 the minimum value is determined in the desired context or order. To know more about Order By, click here |
Additional Mappings
Attribute Name | Description |
|---|---|
Record Selection Mode | Determines how records are selected for the rollup calculation
|
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 (e.g., comma, space, semicolon, pipes, etc). Note: This field is only visible if you select Record Selection Mode as Return All Records. |
Qualifier | Defines the text to be added before and/or after each concatenated value (e.g., single quotes, double quotes, bracket, etc). Note: This field is only visible if you select Record Selection Mode as Return All Records. |
Order By
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.