Creating Application Roll-up Summary and Formula Fields

Create a Roll-Up Summary field to count the total number of checklist items

1. Navigate to Setup and select Object Manager.
2. Select Application.
3. Under the “Custom Fields & Relationships” section, click New.
4. Select Roll-Up Summary. Click Next.
5. For Field Label, enter ARM Number of Checklist Items. Press Tab to automatically populate Field Name. Click Next.
6. Under “Select Object to Summarize”, for Summarized Object, select Checklist Items (v2). 
7. Under “Select Roll-Up Type”, select COUNT.
8. Under “Filter Criteria”, select All records should be included in the calculation. Click Next.
9. Click the checkbox under Visible for all appropriate profiles including Customer Community User (TargetX). Click Next.
10. Click checkboxes under Add Field for the appropriate Page Layouts. Click Save.

​Create a Roll-Up Summary field to count the number of completed or waived checklist items

1. Navigate to Setup and select Object Manager.
2. Select Application.
3. Under “Custom Fields & Relationships” section, click New.
4. Select Roll-Up Summary. Click Next.
5. For Field Label, enter ARM Number of Checklist Items Completed. Press Tab to automatically populate Field Name. Click Next.
6. Under “Select Object to Summarize”, for Summarized Object, select Checklist Items (v2).
7. Under “Select Roll-Up Type”, select COUNT.
8. Under “Filter Criteria”, select Only records meeting certain criteria should be included in the calculation. Input the following criteria:

Status equals Completed, Waived

9. Click Next.
10. Click checkbox under Visible for all appropriate profiles including Customer Community User (TargetX). Click Next.
11. Click checkboxes under Add Field for the appropriate Page Layouts. 
12. Click Save.

Create Formula field indicating that all Checklist Items are completed.

1. Navigate to Setup and select Object Manager.
2. Select Application.
3. Under the “Custom Fields & Relationships” section, click New.
4. Select Formula. Click Next.
5. For Field Label, enter ARM All Checklist Items Complete?. Press Tab to automatically populate Field Name. Under Formula Return Type, select Text. Click Next.
6. Enter the following in the formula field text area:

IF(( ARM_Number_of_Checklist_Items__c = ARM_Number_of_Checklist_Items_Completed__c ), "Yes", "No")

7. Click Next.
8. Click the checkbox under Visible for all appropriate profiles including Customer Community User (TargetX). Click Next.
9. Click the checkboxes under “Add Field” for the appropriate Page Layouts. 
10. Click Save.