Creating Roll-Up Fields

Rollup Fields

Rollup fields are designed to help users acquire insights into data through simple calculations that assist in the monitoring of key business metrics. By using these types of fields, this essentially allows for calculations to be run in the background of the application. Rollup Fields update accordingly when fields within the forms associated with the rollup field are edited and saved from a user perspective.

Scenario

I have two entities that hold data on running. One is the Parent form ‘Runs’ which holds records of runners- while the other is the Child form, ‘Daily Runs’ and holds specific information on the Date, Time, Distance and Runner.

As a user I want my parent form ‘Runs’ to breakdown the performance of each runner covering specifically the total number of runs that they complete.

To do this, I need to create a rollup field that calculates the Total Number of Runs done by each runner.

How To Create a Rollup Field

1. Settings > Solution > Open your solution
2. Select the entity (Running) > Click on Fields
3. Click New
4. Name your field > Enter data type > Enter Field Type > Then click ‘Edit’

5. Specify the related entity (This is the relationship you will have previously made between the two entities) > Click the tick

6. Select the Field Aggregation COUNT.

*Aggregate Functions allow you to select a function that will essentially tell the data what to do.

In total there are 5 different aggregate functions- these are:

SUM– Total of all fields

MAX– Maximum number of fields

MIN– Minimum number of fields

COUNT– Count all fields

AVG– Average of all fields

7. Select the aggregate related entity (Daily Runs) > Click the tick

8. Save and Close the rollup field window > Save and close the field window

9. Publish All Customizations

10. Navigate to Runs and Select Runner to view the Rollup Field within the form.

This field is calculated within the ‘Run’s’ entity by taking ‘runner specific’ information recorded in Daily Runs and adding this together with the COUNT aggregate function to get the ‘Total Number of Runs’ completed by that runner.