I have a need that can't be done with a standard rollup summary field, so I'm trying this with DLRS.
We have a managed package that includes a single object for two sets of records: parent and child.
The differentiator is record type; there are only two, Farm (parent) and Turbine (child).
However, the child has a lookup (Parent_Location__c) to the Parent, so this is the relationship field. Naturally, it is blank on Parent records.
I have set up the Relationship Field to: Parent_Location__c
Now is my question - Relationship Criteria:
Is the Relationship Criteria:
Parent_Location__r.RecordType.DeveloperName='Turbine'
Relationship Criteria Fields are:
RecordType
Parent_Location__c
Field to Aggregate = Id because it should count all child records.
Aggregate Operation = Count
I may not even need to reference the Record Type considering all records that should be counted will have a Parent record in the Parent_Location__c field.
I have not activated this yet. I am in a sandbox, but would rather get it right the first time.
Would love some advice.
Thanks,
I settled on the following, and it worked! All Turbine records have a value in the FX5__Parent_Location__c field, but the Parent does not have a value, of course. So I figured it was worth a try.
Granted, I still list the RecordTypeId in the Relationship Criteria Fields section, but not sure if it's even needed since it's not included in the Relationship Criteria.
