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Help with a formula
I have a child object (Master Detail) of the Account page that has a checkbox checked(via workflow) if the rate is below a minimum rate on the account page. Each account is only allowed a certain minimum per month. What I was going to was create a roll up summary of all records with the checkbox, however I only want it to count a record if it was created this month. What is the best way to do this? I was thinking of creating a formula field on a child object that would return true if the checkbox was checked this month, then adding that field as criteria on the roll up summary. However, I'm not exactly sure how to create that formula. Any ideas?
Hi create the Formula field with ,
IF( MONTH(Datevalue(CreatedDate)) == MONTH(Datevalue( NOW())) ,Field Value to be rolled up, Null)
Then in the criteria for calculating Roll ups--Select--
Only records meeting certain criteria should be included in the calculation,
Condition--- only if above created Formula field -- does not equal to --- Null.
Hope this helps.
Regards,
Joshisrik@gmail.com