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Question????
A field on an "Account" object that displays a summary count of Records on a Related list object that match a certain field criteria.
I am trying to figure out how to create a formula field on "ACCOUNT" object that displays a sum/count of Records on a related list object, but only records on the related list object that match a certain field criteria.
Example.
A lookup relationship exists between "Accounts" and "Assets". We need a formula/sum field on "Accounts" that adds the number of related "Asset" records which have an "Approved" checkbox field value that equals "TRUE" (or checked). Thanks!!!
A field on an "Account" object that displays a summary count of Records on a Related list object that match a certain field criteria.
I am trying to figure out how to create a formula field on "ACCOUNT" object that displays a sum/count of Records on a related list object, but only records on the related list object that match a certain field criteria.
Example.
A lookup relationship exists between "Accounts" and "Assets". We need a formula/sum field on "Accounts" that adds the number of related "Asset" records which have an "Approved" checkbox field value that equals "TRUE" (or checked). Thanks!!!
You can use standard Rollup field feature with Filter criteria based on your business requirement.
Standard Rollup summar works only if we have Master Detail Relationship. for Lookup there is no declarative solution.
For Lookup, you can try this
https://github.com/afawcett/declarative-lookup-rollup-summaries
http://www.sundoginteractive.com/sunblog/posts/rollup-summary-with-a-lookup-field-salesforce