Creating Application Roll-up Summary and Formula Fields
Create a Roll-Up Summary field to count the total number of checklist items
- Navigate to Setup and select Object Manager.
- Select Application.
- Under the “Custom Fields & Relationships” section, click New.
- Select Roll-Up Summary. Click Next.
- For Field Label, enter ARM Number of Checklist Items. Press Tab to automatically populate Field Name. Click Next.
- Under “Select Object to Summarize”, for Summarized Object, select Checklist Items (v2).
- Under “Select Roll-Up Type”, select COUNT.
- Under “Filter Criteria”, select All records should be included in the calculation. Click Next.
- Click the checkbox under Visible for all appropriate profiles including Customer Community User (TargetX). Click Next.
- 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
- Navigate to Setup and select Object Manager.
- Select Application.
- Under “Custom Fields & Relationships” section, click New.
- Select Roll-Up Summary. Click Next.
- For Field Label, enter ARM Number of Checklist Items Completed. Press Tab to automatically populate Field Name. Click Next.
- Under “Select Object to Summarize”, for Summarized Object, select Checklist Items (v2).
- Under “Select Roll-Up Type”, select COUNT.
- Under “Filter Criteria”, select Only records meeting certain criteria should be included in the calculation. Input the following criteria:
Status equals Completed, Waived
- Click Next.
- Click checkbox under Visible for all appropriate profiles including Customer Community User (TargetX). Click Next.
- Click checkboxes under Add Field for the appropriate Page Layouts.
- Click Save.
Create Formula field indicating that all Checklist Items are completed.
- Navigate to Setup and select Object Manager.
- Select Application.
- Under the “Custom Fields & Relationships” section, click New.
- Select Formula. Click Next.
- For Field Label, enter ARM All Checklist Items Complete?. Press Tab to automatically populate Field Name. Under Formula Return Type, select Text. Click Next.
- 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")
- Click Next.
- Click the checkbox under Visible for all appropriate profiles including Customer Community User (TargetX). Click Next.
- Click the checkboxes under “Add Field” for the appropriate Page Layouts.
- Click Save.