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Ok, I was looking over the documentation more closely around the Relationship Criteria and Relationship Criteria Fields and I have a few clarifying questions.  If I understand correctly, the relationship criteria field is where you put in what records you want included in your rollup.  For example, on the child object if the "Engagement_Year__c != null, it would only include the child records where there IS a value in the Engagement Year field.  Correct? 

 

I know I am supposed to put Engagement_Year__c in the criteria fields, but why? 

 

I have a couple of other questions about Watch for changes and a job specific scheduled calculation, but that's for another time. 

#DLRS #DLRS Package

2 answers
  1. Dec 1, 2025, 6:56 PM

    @Michael Kolodner

    thanks, that makes sense.  

     

    I had an issue last night where like 11,000 rollup up summary log records caused an issue with another process and trying to figure out why. (well I know part of the answer, but still trying to figure out the rest, as issue has got to do with a managed package that is still using a PB that I can't "see", so I don't know what's causing that to fail, which in turn is impacting the rollup. It's never happened before, so I am guessing the vendor made an update which is causing issues....)  And I am making sure that some of my early rollups I made, make sense...

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