Creating a Rollup field

• To be able to use a Rollup you should have
• a Linked List field in the same list
• The linked list should have at least one numeric field (i.e. Currency or Number)
• Under any list click on fields
• Click + Create New Field
• Type in a field name
• From “Field Type” Drop Down List select “Rollup”
• Next you will select the Linked List that has the numeric field 
• Then you will select the field from the linked list that you’d like to Rollup
• Then you select the Rollup type from the drop down list
• Sum: Gives the total of all values in the selected field from linked records
• Average:  Gives the average of all values in the selected field from linked records
• Min: Gives the minimum value from all values in the selected field from linked records
• Max: Gives the maximum value from all values in the selected field from linked records
• Count: Gives the count linked records with non-empty values in the selected field.
• Once you’ve taken those steps, you’re good to go!

Case Studies

Case 1

• Install the SaaS Product Management Module
• Go to the Features list
• Find the field named “Estimated Effort”, you will notice the following:
• The field is of type Rollup
• It gives you the total of all Estimations of the linked Isseus.
• This gives you a better idea of how much your team needs to complete this feature.

Case 2

• Install the CRM Module
• Go to the Sales App
• Go to deals list
• Under the list look for the “Calculated Amount” field, you will notice the following:
• The field is of type Rollup
• It gives the total of the Prices of all Products connected through the Products Field.