Calculate the total from multiple records in a related module?

Hi Kristen Dougherty,

rollupSum() or rollupConditionalSum() seem to be the most fitting functions for the goal you have described.

I hope this helps!

Hi Patrick, 

Do you know if I can expand on this using the last 12 months as criteria for the calculation? Ultimately, points reset after a rolling 12 month period, so maybe I can build that in to the rollupsum calculation? 

Thanks in advance,

Kristen

Hi Kristen Dougherty,

Please forgive as I think I am missing the meaning of the follow-up question. There are two details that come to mind as I consider your question.

1. Calculations only and always run at the time the record is saved/updated, and whenever a related record in the related module identified in the formula is saved/updated, so if you wish to update past records, you will be need to make a change to a relevant record or use the listview option to recalculate values.

2. Since the calculation reruns whenever a related record is saved, the field will update whenever the data this field is calculating changes in those related records.

Hi,

The way I get the calculations to update is to create a process definition that changes a field in the module based on the related module being created or changed. This works just fine to update the records automatically. 

I think I understand what you're saying but is it possible to add criteria to the rollup calculation like an IF/THEN? For example, if I mark the attendance records that are older than 12 months as "inactive" can records with the criteria of status= inactive be excluded from the sum? How would I accomplish that? 

Thank you...

Hi,

The way I get the calculations to update is to create a process definition that changes a field in the module based on the related module being created or changed. This works just fine to update the records automatically. 

I think I understand what you're saying but is it possible to add criteria to the rollup calculation like an IF/THEN? For example, if I mark the attendance records that are older than 12 months as "inactive" can records with the criteria of status= inactive be excluded from the sum? How would I accomplish that? 

Thank you...

Kristen Dougherty,

That, I believe, is the intended functionality of the rollupConditionalSum() function.

So I've been trying to figure this out all day. the rollupSum calculation worked perfectly. I am trying the rollupConditionalSum and it is not calculating anything now. 

I created a field called twelvemonthpoints_c. It is a dropdown field with "Count" or "Expired" as the values. If the field is "Count" I want the points to sum. If it is "Expired" I do not want them summed. 

The calculated field is "Cumulative Points" and it is in the Contacts module. The formula I'm using is:

rollupConditionalSum($calls_parent,"points2_c","twelvemonthpoints_c","Count")

Do you know what I am doing wrong?

I actually figured it out. I created a duplicate relationship. Instead of $calls_parent, I should have been using $contacts_calls_1. It's working as expected now.