Roll-up Summary Fields

A roll-up summary field is used to calculate values from a set of related records. The child records must be directly related to the parent record through a master-detail relationship.

To create a roll-up summary field, refer to Salesforce Help.

In the CT Mobile app, the roll-up field will automatically display a value on a parent record based on the values of child records. There is no need to start the sync process when the child record values have been changed:

  • these operators are supported:

    • equals

    • less than

    • greater than

    • less or equal

    • greater or equal

    • contains

    • not equal to

    • starts with

    • between

    • within (DISTANCE only)

  • fields with these filed types are supported as criteria to filter records:

    • Text

    • Data

    • Date/Time

    • Currency

    • Email

    • Phone

    • Picklist (several values)

    • Time (recalculation only after synchronization)

    • URL

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