I have a custom object with a start date, an end date, a type and an 'active' checkbox. If the dates are within range and the 'active' box is checked, then the record is current (another tickbox). I want a field on the account to show if there is a current custom record and which type it is. So if the record is current and the type is Small, I want a RUS field called 'Small' to show a value.
My problem seems to hinge on the current formula, as I can't use this in the RUS field, it is not an option to select. I need this 'current' field but can't work out another way to get the data to roll up to the account level.
This is the formula for my 'Current' checkbox:
AND(
(Start_Date__c <=(TODAY())),
( End_Date__c >=(TODAY())),
( EP_Active__c =TRUE))
Is there another way I can do this?
Any help is appreciated!
Thanks.
5 risposte
HI Sara Monksfield ,
You have to create 2 custom fields on Accont for this , 1 is Rollup Summary field which will count the number of child records are there as per the criteria you defined. 2nd one is formula on the rollup field value.
LEt me know if you have any questions.
