Is there a way to add a filter to a rollup summary using DLRS? We have a field on the Account page called Total Actual Subscribers, which is the field I'm rolling up. We have another field on the Account Page called "Type", and it's a picklist. I only want the rollup summary to apply to records where the Type on the Account equals "Active Customer". If it's any other value, then that record is not included in the rollup. Is this possible? I tried added something in the Relationship Criteria field, but it caused my rollup to show as "0", so that didn't work. Any help would be greatly appreciated. #DLRS #Roll-up Summary Fields
@Tim Plucinski I know this post is 3 years old but I am actually running into the same issue currently. The obvious workaround is to create new fields but i'd like to avoid that as i want to do this with 6 fields on my account. Did you ever find a solution to the relationship criteria filters?
