Custom Rollup Rule Fields

The Custom Rollup Rule object includes the following fields.

* – Mandatory field

Fields on the Custom Rollup Rule Object
Field   Description
Active   When selected, the custom rollup rule is active.
Custom Rollup Rule Name * The name of the custom rollup rule.
Description   Description of the custom rollup rule.
Operator * The operator to consolidate the custom rollup rule.
Source Field API Name * The API name of the field on the source object that provides the values to consolidate for the custom rollup rule.
Source Object * The type of estimate hierarchy object from which field values are consolidated for the custom rollup rule.
Target Field API Name * The API name of the field on the target object that stores the consolidated value of the custom rollup rule.
Target Object * The type of estimate hierarchy object that receives the consolidated value.