It would be great if we could apply conditions to filter out certain related records when using the rollup and lookup fields.
For example, I may wish to have a field which counts the amount of completed tasks in a project, if I could simply create a rollup field of tasks and filter it to only count tasks where the status is complete that would be great.
Hi,
I think I found a workaround to this by adding a formula field that counts the task only if the status is completed.
So you’ll add the formula field (formula_field) with the following formula: IF(status=“completed”, 1, 0)
And then you’ll configure the rollup to give SUM(formula_field).
I hope it helps.
Aha, genius! Great workaround, thank you.