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Hey guys, I'm having some difficulty getting my Customizable Rollup to work. These are my filter group rules. This was cloned from another filter group that is applied to another Customizable Rollup that is working. The GAU Designation helper filter is on that one as well. The only thing that's changed is adding the 2 filters for Close Date.

Customizable Rollup - Rollup by Close Date

Here's the Custom Field as well. Please disregard the term "Campaign" as this just means between specific dates (I was previously trying to get this to work with the Campaigns object but found out this wouldn't work with rollups to Campaign Hierarchy and I can't assign every Opportunity to the same Campaign).

 

CustomizableRollup-Contact-Field.PNG

 

Can you guys see what may be causing this to not work? Again, the only thing that was added was the 2 Close Date field filters. I don't see another way to do this because the Time Frame field on the Rollup doesn't allow for custom time frames only 1yr, 2yr, etc.

 

I appreciate your help!

 

#NPSP #Customizable Rollups

1 respuesta
  1. 13 oct 2023, 14:16

    I think I found the issue. We recently changed my custom field "GAU Designation Helper" to be a required field, but not all records had data in this field so the rollup helper hit the records without data and didn't know how to proceed. 

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