Roll-Up Summary Field

With the Roll-Up Summary field type, user can conveniently build a Formula field that displays the sum, count, minimum, or maximum value of all records related to the current record. When creating a Roll-Up Summary field, you specify:

  • Field Properties

    • Field Label — (mandatory) is displayed on the left from the field on view, edit, and new record pages.

    • View Header — (optional) is used in headers of views and reports. If not specified, the Field Label is used.

    • View Width — (optional) is used to set width (in pixels or %) of columns in views and reports. If not specified, the browser calculates the width of columns automatically.

    • Related Object — A related object in the Related Object field.

    • Field to Aggregate — A numeric field of the object in the Field to Aggregate field.

    • Compute What — The sum of selected field for all related records, count or related records with not-null selected field, minimum value of selected field for all related records, or maximum value of selected field for all related records in the Compute What field.

     

  • Advanced Field Properties — For more information, see Advanced field properties.

  • Integration Name — The integration name is used to reference this field via merge fields or with Platform APIs.

  • Field-Level Help — The Field-Level Help box allows you to define help text for the field that will appear in a popup when the user clicks the help icon next to the field.

Note: The Roll-Up Summary field type is exposed only if the selected object has a relationship with other objects.