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roll-up field query

  • 1.  roll-up field query

    Posted Nov 29, 2019 09:15 AM
    My ACCOUNTS entity has a with a one-to-many relationship to an entity called Enrolments, and the Enrolments entity has a many to one relationship to an entity called Courses.

    What I want to do is to create a roll-up field on the ACCOUNT form to show the total of the enrolments associated with that account, but where the course which relates to the enrolment contains a certain choice in one of the other fields on the course entity.

    Is this possible at all without having to create an "inbetween" roll-up field on the Enrolment form ?

    If anyone is able to offer any suggestions on this it will be received with much thanks and appreciation.

    Thank you

    Kind Regards

    Nigel Cole
    CRM Administrator

  • 2.  RE: roll-up field query

    Posted Dec 02, 2019 04:31 AM
    I can't see there's a way to do this directly, one of the restrictions listed in the documentation for rollup fields is that you can only apply filters to the source entity (Account) or the related entity (Enrolment).

    You also can't reference one rollup field from another, but you could get the result you need using a calculated field. Create a calculated field on Enrolment which takes the value from the field on Course, then reference that calculated field in the rollup filter.

    Mark Carrington
    Chief Technologist