Our organization recently made a change to a NPSP customizable rollup filter group, "Opps: Won (HC) Excl RecTypes." We want to exclude a record type that was being included in the calculation of dozens of donation related roll-ups. If I run recalculate roll-ups under one contact, they update correctly. All good so far...
The problem is that we need to force a mass recalculation of the dozens of donation rollups for the thousands of contact/accounts that have any opportunities of the now-excluded record type. I've searched all over and can't find a way to trigger those roll-up recalculations in bulk. I tried making minor edits to a contact record and its contacts hoping that update would trigger the recalculation, but to my surprise it did not.
I appreciate any help you can provide to trigger bulk recalculation of NPSP rollups.
#NPSP #Roll-up #Customizable Rollups #Force Mass Recalculation
Hi... go to NPSP Settings > Bulk Data Processes > Rollup Donations Batch.
"This utility calculates rollup totals for all Closed Opportunities and updates the relevant Contacts, Households, and Accounts. This process may take some time, but you can safely close this page and the process will continue in the background."
And yes, as Jason said the recalculation should also happen overnight. Hope that helps!