The Roll-up Step

This step is used to roll up field values from the children’s records to the parent records.

Step Keys

Key Type Required Comment

type

String

Yes

It is filled out with the rollUp constant.

condition

Step Conditions

No

See the Step Conditions.

baseObject

Enum

Yes

The API name of the child object. Available values:

  • orders__DeliveryLineItem__c

  • orders__OrderLineItem__c

  • orders__Delivery__c

basePrice

String

Yes

The baseObject field rolls up values to the parent records. See the Available Field Formats.

method

Enum

Yes

Roll-up method. Available values:

  • sum

  • min

  • minExcludeZero

  • max

  • copyEqual

result

Array

Yes

At least one item must be provided. See the Roll-up Result Keys.

Roll-up Result Keys

Key Type Required Comment

resultObject

Enum

Yes

The API name of the parent object. Available values:

  • orders__OrderLineItem__c

  • orders__Delivery__c

  • orders__Order__c

resultPrice

String

Yes

The resultObject field to storing rolled-up prices from children. See the Available Field Formats.

Result Object Dependency

baseObject

resultObject

orders__DeliveryLineItem__c

orders__OrderLineItem__c

orders__Delivery__c

orders__Order__c

orders__DeliveryLineItem__c

–

+

+

+

orders__OrderLineItem__c

–

–

–

+

orders__Delivery__c

–

–

–

+

orders__Order__c

–

–

–

–

Example

Standard Roll-up Step:

Click to view 
{
    "type": "rollUp",
    "method": "sum",
    "baseObject": "orders__DeliveryLineItem__c",
    "basePrice": "orders__TotalPriceWithoutVAT__c",
    "result": [
        {
            "resultObject": "orders__Delivery__c",
            "resultPrice": "orders__TotalPriceWithoutVAT__c"
        },
        {
            "resultObject": "orders__OrderLineItem__c",
            "resultPrice": "orders__TotalPriceWithoutVAT__c"
        },
        {
            "resultObject": "orders__Order__c",
            "resultPrice": "orders__TotalPriceWithoutVAT__c"
        }
    ]
}
``