Hi, I have a successful Declarative Lookup Rollup Summary running but would like to narrow down the calculation where the PARENT object record type is 'New Business'. Is it possible to specify this please? I only need the field updating if the record type is new business. #Declarative Lookup Rollup Summaries
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Hello @Jennie Rashid,
Take a look at this Trailhead Community post, I think it has the answer you are looking for: https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000HDNfgSAH
You will need to add the Parent record type's condition in the Relationship Criteria for the child object. In the previous link you will even see an example with the Parent's record type! ;)
