I have two objects object A ( Master ) and object B ( Detail).I am trying to create a rollup summary field on master A object of Select Roll-Up Type Count
.
However, when I try to add a criteria to the filter I see a limited number of criteria which can be added to the filter.
5 to be exact. Is there any possible workaround to help me add a 6th criteria to the rollup summary field?
If not could you please give an example of a formula field which can possibly replace my rollup summary field?
1 Answer
Well, you can't do rollup summary on Formula fields (see this Idea and vote it up) but you have two alternatives
Option 1 - Create a checkbox field on Object B
that is populated by WFR, Process Builder, or Lightning Flow.
Call the field Is_Qualified_For_RSF___c
Use the aforementioned automation to set to true if all 6 conditions are true
Change your RSF to just use this new checkbox field
Option2 - Use the DLRS package (free). It will rollup any number of criteria on Object B.
DLRS is point and click configuration but under the hood, it reacts as a trigger on CRUD to object B