rollupConditionalSum and multiple conditions

Hi Angus Grant ,

Introducing a new Sugar Logic function is unnecessary here and also would not directly solve your requirements for the issue. Sugar Logic formulas are recalculated on saving a record, so for a dynamic requirement of 'was this event within the past 2 years?', you would have to resave all the records each day to perform that evaluation. 

Our Upsert Calculated Fields plugin was design to address this use case so that you can use Sugar Logic evaluations in a dynamic fashion to get accurate reporting.

As for the rollupConditionalSum formula, there is no need to change anything with that formula. When you have multiple conditions you want to perform a rollup calculation on, my recommended practice is to create a new field in the child module that performs that evaluation. For your example, your ad_transaction_details module would have a field created that looks like the following:

ifElse(
    and(
        isInList(
            $category_c,
            createList(
                "Fees Billed"
            )
        ),
        greaterThan(
            daysUntil(
                $transdate_c
            ),
            -731
        )
    ),
    "2-Year Billing",
    ""
)

Then, your rollupConditionalSum formula would be based on that new field where the value is "2-Year Billing".

Lastly, you mention you are using a hosted version of Sugar. If you are hosted by Sugar, you should be on version 14.1 or 14.2. 10.1 is over 4 years old and well outside Sugar's supported release cycle. As long as you are on a supported release, our plugin will work. If you are on 10.1 and hosted by someone other than Sugar, a custom-developed solution may be your best option if upgrading to a supported release is not feasible in the near future.

Chris

Hi Angus Grant ,

Introducing a new Sugar Logic function is unnecessary here and also would not directly solve your requirements for the issue. Sugar Logic formulas are recalculated on saving a record, so for a dynamic requirement of 'was this event within the past 2 years?', you would have to resave all the records each day to perform that evaluation. 

Our Upsert Calculated Fields plugin was design to address this use case so that you can use Sugar Logic evaluations in a dynamic fashion to get accurate reporting.

As for the rollupConditionalSum formula, there is no need to change anything with that formula. When you have multiple conditions you want to perform a rollup calculation on, my recommended practice is to create a new field in the child module that performs that evaluation. For your example, your ad_transaction_details module would have a field created that looks like the following:

ifElse(
    and(
        isInList(
            $category_c,
            createList(
                "Fees Billed"
            )
        ),
        greaterThan(
            daysUntil(
                $transdate_c
            ),
            -731
        )
    ),
    "2-Year Billing",
    ""
)

Then, your rollupConditionalSum formula would be based on that new field where the value is "2-Year Billing".

Lastly, you mention you are using a hosted version of Sugar. If you are hosted by Sugar, you should be on version 14.1 or 14.2. 10.1 is over 4 years old and well outside Sugar's supported release cycle. As long as you are on a supported release, our plugin will work. If you are on 10.1 and hosted by someone other than Sugar, a custom-developed solution may be your best option if upgrading to a supported release is not feasible in the near future.

Chris