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Liaison

Creating Roll-Up Summary fields

Creating a Roll-Up Summary field on the Academic Profile object

  1. Select Setup and select Object Manager.
  2. Select the Academic Profile object from the list.
  3. Under Custom Fields & Relationships, select New.
  4. Enter a Label and Name for the field.
  5. For the Data Type, select Roll-Up Summary.
  6. Select Next.
  7. Enter a Field Label, Field Name, and Description.
  8. Select Next.
  9. For the Summarized Object, select Courses.
  10. For Roll-Up Type, select Count.
  11. Under Filter Criteria, select ‘Only records meeting certain criteria should be included in the calculation.’
  12. Enter your Filter Criteria.
  13. Select Next.
  14. Configure the Field-Level Security that should apply to the field.
  15. Select Next.
  16. Indicate the Page Layout(s) that should include the field.
  17. Select Save.

Creating a Roll-Up Summary field on the Contact object

  1. Create a Roll-Up Summary field on the Academic Profile object.
  2. Select Setup and search for Fields.
  3. Under Contact Custom Fields & Relationships, select New.
  4. For the Data Type, select Roll-Up Summary.
  5. Select Next.
  6. Enter a Field Label, Field Name, and Description.
  7. Select Next.
  8. For the Summarized Object, select Academic Profile.
  9. For Roll-Up Type, select Sum.
  10. For Field to Aggregate, select the roll-up field you previously created.
  11. Under Filter Criteria, select ‘All records should be included in the calculation’.
  12. Select Next.
  13. Configure the Field-Level Security that should apply to the field.
  14. Indicate the Page Layout(s) that should include the field.
  15. ​Select Save.

 

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