Rollup

Rollup fields are a type of complex formula field that perform calculations on connected records with additional capabilities to concatenate values or concatenate unique values. These fields are useful when you want to combine data from multiple records into a single field.

Concatenate

Concatenate allows you to combine values from multiple records into a single field by concatenating them together. This is useful when you want to create a summary field that includes information from connected records.

To create a Concatenate Rollup field, follow these steps:

1. Select the Concatenate function from the available Rollup functions.
2. Provide a name for the field that describes its purpose, such as "Combined Notes" or "Merged Names."
3. Choose the data table from which you want to retrieve the values to concatenate.
4. Select the field that contain the values you want to concatenate.
5. Optionally, you can add data conditions to filter the records included in the concatenation.
6. Save the field to add it to your data table.

Once the Concatenate Rollup field is created, it will dynamically update based on the connected records. The field will display the concatenated values from the selected field for each connected record.

Concatenate Unique

Concatenate Unique is similar to Concatenate, but this function will only include unique values in the concatenation. This means that duplicate values are excluded from the final result. Concatenate Unique is useful when you want to create a list of distinct values from connected records.

To create a Concatenate Unique Rollup field, follow the same steps as creating a Concatenate Rollup field, but choose the Concatenate Unique Rollup field type instead.

Once the Concatenate Unique Rollup field is created, it will dynamically update to include only the unique values from the selected field for each connected record.

Customizing Rollup Fields

When creating Rollup fields, you have additional options to customize their behavior:

- Name: Provide a descriptive name for the Rollup field.
- Description: Optionally, add a brief description to explain the purpose of the field.
- Table: Select the data table that contains the connected records.
- Value Field: Choose the field that contain the values to include in the calculation or concatenation.
- Data Conditions: Add conditions to filter the records included in the Rollup calculation or concatenation.
- Currency Type and Format: Specify the currency type and format if applicable.
- Thousand Delimiter: Choose a character to use as a thousands delimiter in numeric values.
- Decimal Places: Define the number of decimal places to display in numeric values.

By customizing these settings, you can tailor the Rollup field to fit your specific requirements and display the desired information in a consolidated manner.

In conclusion, Rollup fields provide a powerful way to combine and summarize data from connected records. These fields help you create informative and organized summaries that are dynamically updated based on changes in the connected records.