Custom Rollup Rule Fields
The Custom Rollup Rule object includes the following fields.
* – Mandatory field
| 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 used to consolidate source values for the custom rollup rule, such as COUNT, MIN, MAX, or SUM. |
| 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. This field is required for all operators except COUNT. | |
| Source Filter Field API Name | The API name of an optional checkbox field on the source object used to filter which source records contribute to 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. |
SECTIONS