Skuid Rollup summaries with UI-only formula fields

Conlan O'RourkeConlan O'Rourke ✭✭✭✭
edited June 25, 2020 in General
I have to give Pat Vachon (mBlazonry) a lot of credit for coming up with this awesome and stupidly easy-to-implement idea!

By adding a UI-only formula field to a parent model and using the syntax below in the UI formula builder...you can calculate and display rollup summaries.

{{CustomObject__r.totalSize}}



Notes:
  • Just be sure to add the child relationship to your model within the model's fields section.
  • No Master-Detail relationship needed (lookups relationships are fine)
  • No third-party app needed like DLRS (declarative rollup summaries) or Rollup Helper
  • Usable directly in a basic model on field editors, tables, templates, page titles...no need to build a separate aggregate model
  • Granted...this is a UI-only field, so the summary isn't saved to the object, but you could easily solve that with an action sequence that would 1) update a SF field with the UI-only value and 2) save down the value
  • Super quick and easy to implement
image
# of Goals in Progress is a UI-Only Formula Field in a
table with drawers that open up to display the specific goals

Comments

  • Pat VachonPat Vachon 💎💎💎
    edited June 25, 2020
    Thanks for the kudos Conlan. :)

    Just be sure to the child relationship name and the not the object name.

    image



  • edited November 2, 2017
    Nice!
  • Pat VachonPat Vachon 💎💎💎
    edited June 25, 2020
    Also, this is only a count of records, but you can also filter them using the condition.

    Additionally, using "Fields to Order Records By" and "Max # of Records (Limit)" set to 1, then one can also achieve Min or Max on Dates and Numbers. 

    {{{{Transaction_Line_Items__r.records.0.FIELDCHOICEHERE}}
  • edited May 15, 2017
    How do we Sum a particular field with filter condition. I have an object with an amount field and I need roll up summary - sum of Amount field based on a picklist value.
  • Bill McCulloughBill McCullough 💎💎
    edited May 15, 2017
    Premanuj,

    You can use an aggregate model to get the sum of Amount by the picklist value.  Then add a Model UI Only field to the model where you want the sum to appear.  Setup this UI Only field as a Formula field and use the Model Lookup feature to find the matching sum for the picklist value.

    Thanks,

    Bill
  • edited October 15, 2019
    Trying to use Pat's super cool min Date rollup method on the Tasks Child relationship. Any idea why this isn't working as the formula?
    {{Tasks__r.records.0.ActivityDate}}
  • edited August 17, 2017
    I figured it out. I had Tasks__r.  The relationship name is clearly Task with no __r.  Once I dropped the __r, it worked like a charm. Thanks Pat and everyone who contributed. 
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