What is PWR Rollups?
PWR Rollups is a user friendly cloud based application that provides
advanced and powerful features allowing both
technical and non-technical users to perform single and multiple
rollup operations from a single place.
How to create rollup?
- Open the PWR Rollups application.
- Click on the 'New' button.
- Give a name to the rollup and select Source Object from the
list.
- Now select the Destination object where you want to show
the result.
- Click the 'Next' button.
- Click on the Add Rollup button.
- Select the Rollup Type, Source Field for which you want to
calculate the
result and then select Destination Field
where you want to show the rollup result. Click save.
- Add filters if required, then check the checkbox to make
the rollup
active.
- Click on the 'Save' button.
What is recalculate?
The Recalculate functionality enables users to perform a rollup
operation on legacy data. This operation updates all
existing records with the latest rollup results and displays the
updated values in the selected destination field.
Track result of recalculate
After recalculation, you can track the recalculation process result,
including the rollup version, the number of
succeeded records, and the number of failed records. Follow the
steps below to see the history of recalculation:
Navigate to recalculate tab in PWR Rollups application.
Click the dropdown button next to the rollup recalculation
record.
Select Show history from the menu.
How to schedule a rollup recalculation?
For the recalculation process, the user can schedule the
recalculation process as per his specific date and time. With
the provided details, recalculation for the given rollup will be
done as per the
scheduled date and time.
- Create a new Schedule-Triggered Flow.
- Set the Start Date, Start Time, and Frequency as per your
requirements.
- Click on '+' Add Element and select Create Records.
- Provide a name and select the Use separate resources, and
literal values radio button.
- Select Rollups Recalculation Event from the Object dropdown.
- Select the Recalculation Name field in field section and
Provide the recalculation record API name in the Value
section.
- Save and Activate the flow.