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Frederik Boot
Roll-Up summary with condition on date field
Hello,
In our SF environment, I would like to create a roll-up summary field with a condition on a date field. However, it seems like relative date filters are not allowed. See screenshot below. It there another way to achieve this.
In our SF environment, I would like to create a roll-up summary field with a condition on a date field. However, it seems like relative date filters are not allowed. See screenshot below. It there another way to achieve this.
Builf a small flow: To the flow, you can pass the parent record ID as an input parameter. Do a fast look up for the child record filtering on the input parent record id. Also apply all your filters on the selection. Then loop over it, count and assign this value to a roll up on the parent record.
All Answers
Did you try creaeting a formula field to store TODAY() and then use it here?
-Prakash
Thanks you your reply! Just tried to create a formula field which stores TODAY(). This does not work, because in the filter criteria I cannot select a field. Also tried Today__c (field name) as a value, but this doesn't work either.
Builf a small flow: To the flow, you can pass the parent record ID as an input parameter. Do a fast look up for the child record filtering on the input parent record id. Also apply all your filters on the selection. Then loop over it, count and assign this value to a roll up on the parent record.