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Aidel Bruck Rollup summary field with dates
I need a field on a parent object that summarizes a child object based on dates.
Since Rollup summary fields cannot use dates I am assuming I have to create some sort of custom component.
For example, accounts is the parent. Custom object 'payments' is the child.
I want a field on the account that counts how many payments there are with the status paid and check date within the last 6 months
I would appreciate being pointed in the right direction.
Thank you
Since Rollup summary fields cannot use dates I am assuming I have to create some sort of custom component.
For example, accounts is the parent. Custom object 'payments' is the child.
I want a field on the account that counts how many payments there are with the status paid and check date within the last 6 months
I would appreciate being pointed in the right direction.
Thank you
Please follow below url:-
https://www.ktema.org/2019/03/10/three-routes-to-time-based-rollup-summary-fields/
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh