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Create Roll-up Summary Field

Unlike Formula that calculate values using fields from a single record, roll-up summary calculate values from several related records.

You can count the number of records from a related object, calculate the sum or the average, display the minimum value, the maximum value, the first date or the last date of a field.

 

To Create a Roll-up Summary Field

1. Log in to Cirrus Shield with your administrator profile.

2. Click on your name, then select Setup.

3. Go to the Object tab, and click on Details.

4. Click on the Custom Fields (On the top left).

5. Click on New. Select Roll-up field type, and click Next.

6. Select the object from the “Summarized Object” field. This object contains the records you want to summarize.

7. Select the “Roll-up” type (See below).

8. Enter your filter criteria if you want to calculate values from specific records.

9. Save.

Type Description
COUNT Count the number of related records.
SUM Totals the values of the field you selected in the “Field to Aggregate”. Only for number, currency and percent fields.
MIN Display the lowest value of the field you selected in the “Field to Aggregate”. Only for number, currency and percent fields.
MAX Display the highest value of the field you selected in the “Field to Aggregate”. Only for number, currency and percent fields.
AVR Calculate the average of the field you selected in the “Field to Aggregate”. Only for number, currency and percent fields.
FIRST DATE Display the first date of the field you selected in the “Field to Aggregate”. Only for date and date/time fields.
LAST DATE Display the last date of the field you selected in the “Field to Aggregate”. Only for date and date/time fields.

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