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Jude Morin 3 Roll-up Summary filtered by field on Master Record
I want to count the number of child records that were created within 90 days of the master record begin date. Is there a way to pass a Master Record variable to the filter of the roll-up summary? Or is there a more elegent way of getting this data?
Whilst you can add Filter Criteria on the Rollup, you can dynamically test the parent record. (to my understanding).
so thinking aloud (untried method)
Create a formula date field on the child record which contains Parent.CreateDate
Create a fornula checkbox field on the child record which resolves to true if Created Date is < Parent.CreateDate+90days. Something like:
CreatedDate - 90 < Parent.CreatedDate
Then on your rollup filter, filter by the second field being true.
Regards
Andrew