Sales forum

Copy Roll Up field value

(0) Share

Report

Posted on by PS10

428

Hi,

A very Happy new year to you.

I have a quick question.

Created a rollup field and based on the value i have to update another field say X, used a business rule to use the rollup field value to populate the another field X.

If i am on the record i could see rollup once refreshed triggers the business rule and updates the value of the X field. However. the issue is i have to show these values of X on a dashboard so if i go on advance find and check the values of both fields, Roll up field will show the updated value but the other field X is still blank unless when i go in the record it then updates the value.

How can this be done automatically, without going in each record.

Thanks,

Categories:

Leads or Opportunities

Accounts or Contacts

All responses (8)

Answers (0)

Suggested answer

LuHao 40,866 on at

Like (0)

Report

RE: Copy Roll Up field value

Hi PS,

I don't know the complexity of your rollup field, so I can't tell if a workflow would be a perfect replacement for rollup field. For some rollup fields with simple logic, you can indeed use workflows to add and subtract.

In my opinion, you need to test the workflow in different situations, such as when a record is created or deleted. If the test is successful, then this workflow can indeed replace the rollup field.
PS10 428 on at

Like (1)

Report

RE: Copy Roll Up field value

Thanks for taking out time and reply, Prateek.
PS10 428 on at

Like (0)

Report

RE: Copy Roll Up field value

Hi Lu,

I did try your solution of copying to calculated field but i think again calculated fields cannot be used in workflows so i was pretty much stuck.

May be i didnt explain well, the issue was based on rollup field value i want to update another field eg: if my rollup is 1 then other filed should say Normal, if rollup is 2, other field should be medium and so on.

Thanks again for your replies, really appreciate.

Thanks,

PS
PS10 428 on at

Like (0)

Report

RE: Copy Roll Up field value

Hi Lu,

Thanks for taking out time and replying me, appreciate.

I think the way i have decided to do this is to ditch the rollup field all together instead i am now using a workflow to increment and decrement the values to replicate the behaviour of my rollup field and since this is a normal whole number filed, i am then able to use this field to further update the other field as desired.

Let me know if you think there could be an issue with the approach that i may have missed. I have tested and so far, it is working as expected.

Thanks,

PS
Suggested answer

LuHao 40,866 on at

Like (1)

Report

RE: Copy Roll Up field value

Hi PS,

Another solution is to fill the value of another field with the value of the rollup field through scheduled flow. The running frequency of the flow is the same as the update frequency of the rollup.

The default update frequency of the rollup field is 1 hour.
prt33k 6,907 on at

Like (1)

Report

RE: Copy Roll Up field value

Agree with Lu... trigger wont work on rollup field - be it workflow or business rule. I misread.
Suggested answer

LuHao 40,866 on at

Like (3)

Report

RE: Copy Roll Up field value

Hi PS,

It is impossible to use business rules to fill another field with the value of the rollup field without opening the form, even if the scope of the business rule is Entity. This is by design.

So the only way I can think of that does not require coding is to use a calculated field to be set the same value as the rollup field.

Please note that the calculated field is read-only on the form, which is like the rollup field.
Suggested answer

prt33k 6,907 on at

Like (1)

Report

RE: Copy Roll Up field value

Hi PS,

Since you are using a business rule to update X, please make sure the scope of it is Entity and not Form.