Hi
I created a rollup field which counts related appointments. Now I see two appointments in the rollup view in the form. The counter is 1 however.
I looked at both appointments and I see one is regarding the actual account and the other regarding a contact that is linked to the account.
How do I count this? Indirectly linked is not working as the account is not referenced in any other field.
Thx
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The rolled up field is doing what it is supposed to be doing, which is count the number of Appointments where regarding is set as the Account record.
This is the expected behavior.
Now, you are seeing 2 appointments on the form because you might have filtered the view to show activities on 'Related "Regarding" Records.
Change this view to show 'This Record Only' and you should see only 1 appointment. (see screenshot below)
Now, coming back to your question if you want to count the related 'regarding' records as well, then you need to:
1. Have a simple whole number field and then have custom logic to increment or decrement the count.
2. You may be able to achieve this by introducing one more rolled up attribute on the Contact. and then, rollup all the child contact rolled up fields on the Account form. But remember, we cannot rollup a rolledup field. So, we would need some workaround there. And I can't think of an easy way to close this loop. So going via a simple whole number would be my preference.
Hi
Correct on the account form in the rollup view I see two appointments. One where regarding is set to the actual account, one where regarding is set to a related contact of that account. I have set the related entity to Appointments (Regarding). I have done this because I need to filter on specific attributes on the appointment entity.
Hi Sven,
On which form are you seeing these 2 appointments?
From my understanding, you have created a rolled up field on Account and set the related entity to Activities(Regarding) and Aggregation.
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