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Topics#Data ManagementFred Kampf's Question
Fred Kampf (Horizon BCBSNJ) asked in #Data Management
Dec 4, 2015, 12:50 PM

Configuration or Report?

I have struggled with something for a while now.  I'm hoping someone can give me a suggestion.  I have two custom objects.  Enrollment Summary and Enrolllment Product.  I am out of roll up summary fields.  I want to total a few more fields on the enrollment summary from the enrollment product (there is a master detail relationship)

 

We have a new product, and I need to sum two fields on the enrollment product.

 

I'm out of roll up summary fields so that is not an option.  Doing this type of thing is impossible on a report.  I want a list report and the moment you change the type of report, the formatting gets all jumbled up.

 

Is my only option to create a trigger on the product?  If I did use a trigger, I'm guessing I need to add or subtract from the current enrollment summary field I am maintaining?  For example, if the current total on the enrollment summary is 10 and someone adds a product with 5.. I would just add the 5 to the 10.  Same thing with deleting.

 

Any input would be greatly appreciated!!!

 

Thanks!!

 

Fred
8 answers
  1. Jeff May
    Dec 4, 2015, 1:57 PM
    You might not like the blue colors, but what you are looking for is a summary report.   Back to looking at Embedded reports to free up a rollup summary.

     

    Or, you can get creative and use one of these tools to create the equivalent of rollups based on lookup relationships:

     

    Rollup Helper from the AppExchange

     

    Declarative Lookup Rollups from Andy Fawcett:  http://andyinthecloud.com/2013/07/07/new-tool-declarative-rollups-for-lookups/
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