DLRS Relationship Criteria Error

Question

I am working on a DLRS and am not quite sure where I am going wrong. I keep getting an error on the Relationship Criteria fields. Here is the error message:

Error:

Relationship Criteria: Relationship Criteria 'MAX (cv__Amount__c)' is not valid, see SOQL documentation http://www.salesforce.com/us/developer/docs/soql_sosl/Content/sforce_api_calls_soql_select_conditionexpression.htm, error is 'unexpected token: ')''

Basically, I am trying to pull the primary (Maximum money going to it) accounting designation from a donation and have it appear on the donation record. For the where statement or Relationship Criteria - I am using:

MAX(cv_Amount__c)

And then the field in the relationship criteria fields is obviously cv_Amount__c. However its saying that is not valid. I've tried other variations but none work.

Any suggestions?

Thanks so much in advance

Answer 1

Your Relationship Criteria shouldn't include an aggregate operation. Define your aggregation with the Field to Aggregate and Aggregate Operation fields on your rollup summary definition.

If you're trying to find the maximum amount represented on a child object, you want the Aggregate Operation "Max" and the Field to Aggregate cv_Amount__c. This field must be on your child object.

If instead you want to select a different field on the child object that has the greatest cv_Amount__c, choose the Aggregate Operation "First" or "Last", populate cv_Amount__c in the Field to Order By field, and the name of the field whose value you want populated on the parent in the Field to Aggregate.

Your Relationship Criteria should define the criteria for selecting which child records you want to rollup. It must be substitutable into a SOQL WHERE clause.