I have an automation process based on the returned value from a count roll-up summary field.
For instace I have two statuses.
Let's say the user creates two records.
One record with
Primary status and another record with
The count which rollup field will return will be 2, because the number of records is two: One with
Primary and one with
At a certain point in time the user checks a custom checkbox field.
As soon as the checkbox is checked I need to know how to make the rollup field to start couting only the records with Secondary status.
Istead of having 2 the returned count will have to be reduced the to 1, becuse there is only one record with
Secondary status and also because the custom checkbox field is checked.
1. record with
2. record with
3. record with
4. record with
5. record with
As soon as the user checks the custom checkbox field the returned count will have to be equal to 3, because there are three records with
Secondary status and also because the custom checkbox is checked.
Until the custom checkbox field remains checked only the records with
Secondary status must be counted.
Please advise how it can be achieved?