Hey guys, hope you're well.
Using the Rollup Helper, I was wondering, when creating my rollup wherein for my filter I limit the rollup to 2 and refer to the Created Date. If I choose sort Descending, I am now focusing on the latest records. But how do I pull only the 2nd record (instead of the latest)?
Essentially I am trying to compare between the latest record vs the 2nd latest record.
Any ideas would be really helpful.
Cheers,
Saf
Hello Saf,
When creating a Rollup filter on the page in the top right corner next to the limit setting you'll see there's an additional field, the text reads:
Limit this rollup to _____ child records per parent.
Skips _____ child records per parent.
These settings allow you to return only a limited number of child records from those that past the filter criteria defined in step 3. This can be used for things like returning the 5 most recent task names, 3 largest opportunities, first contact created for the account
The Skips field can be used if you want to know something like the 2nd newest created record The sort order determines if you are selecting the oldest or newest records ASC puts the newest records at the top of the list. Limit 2 will pull the 2 newest records, and if you only want the 2nd newest record you would set Skips 1 child records per parent.
