Rollup

Rollup lets you calculate values from linked records using Sum, Average, Min, Max, or Count.

Creating a Rollup Field

To create a Rollup field:

• Under any list, click Fields
• Click + Create New Field
• Enter a field name
• Select Rollup from the Field Type dropdown
• Choose your referenced list
• Continue with one of the methods below, depending on where your Linked List exists

Method 1 — Linked List Exists in the Target List

Use this method when your current list already has a Linked List field connected to the referenced list.

• Select the referenced list
• Choose the Linked List field in your current list
• Select the field you want to calculate
• Choose a Rollup type:
  • Sum — Total of all linked values
  • Average — Average of all linked values
  • Min — Lowest linked value
  • Max — Highest linked value
  • Count — Number of linked records with non-empty values

Method 2 — Linked List Exists Only in the Referenced List

Use this method when your current list does not have a Linked List field, but the referenced list links back to your current list.

• Select the referenced list
• Choose the Linked List field in the referenced list
• Select the field you want to calculate
• Choose a Rollup type: Sum, Average, Min, Max, or Count

Once you've completed these steps, your Rollup field will automatically calculate the selected value from the linked records.

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.