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When defining the filters for the related entity used in a rollup field, I would like the option to use field values from the parent record, not just the target record.
For example, let's say I have a date on the Contact record, indicating when that person became a VIP, and I want a rollup of the total value of all Orders for that contact AFTER they became a VIP. Currently, such a rollup could not be created, because the rollup filters cannot reference the VIP date value from the Contact, they can only reference values from the Order.
Similarly, I would like the ability to apply conditions on other entities related to the entity being rolled up.
Continuing the example above, if I wanted the rollup to only consider Orders where the Opportunity associated with the Order was in a particular status, I could not build that condition.
For example, let's say I have a date on the Contact record, indicating when that person became a VIP, and I want a rollup of the total value of all Orders for that contact AFTER they became a VIP. Currently, such a rollup could not be created, because the rollup filters cannot reference the VIP date value from the Contact, they can only reference values from the Order.
Similarly, I would like the ability to apply conditions on other entities related to the entity being rolled up.
Continuing the example above, if I wanted the rollup to only consider Orders where the Opportunity associated with the Order was in a particular status, I could not build that condition.
STATUS DETAILS
Needs Votes
Paramita Chatterjee (administrator) on 8/19/2020 9:41:36 AM
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Paramita Chatterjee
PM, Microsoft.