Creating a Custom Rollup Rule

To create a custom rollup rule:

  1. Do one of the following:

    • In the App Launcher, search for and select Custom Rollup Rules.
    • In the App Launcher, click Services Estimator Administration. In the Estimate Settings section, click Manage Custom Rollup Rules.
  2. Click New.
  3. In the Custom Rollup Rule Name field, enter a name for the rule.
  4. In the Operator field, select an operator.
  5. In the Source Object field, select the source object whose field values you want to consolidate: Estimate Role Request, Estimate Task, or Estimate Line Set.
  6. If you selected an operator other than COUNT, in the Source Field API Name field, enter the API name of the field on the source object whose values you want to consolidate. If the field belongs to a managed package, include the namespace prefix. If you selected COUNT, leave this field blank.
  7. In the Target Object field, select the estimate hierarchy level to receive the consolidated value. The target object must be higher in the estimate hierarchy than the source object.
  8. In the Target Field API Name field, enter the API name of the custom field on the target object that will store the result. The field must not belong to any managed package.
  9. [Optional] In the Source Filter Field API Name field, enter the API name of a checkbox field on the source object to include only source records where that field is true. Leave this field blank to include all source records.
  10. [Optional] Enter a description.
  11. [Optional] Select Active to enable the rule.
  12. Click Save.
Notes:
  • If the source and target fields are Currency type, ensure they use the same currency.
  • If you select the MIN or MAX operator, you can also select Date or Datetime fields as the source and target. For the supported field-type combinations, see Custom Rollup Rules Overview.