Orders & Workflow - Rollup Fields

What are Rollup Fields?

Rollup fields allow you to have a field on a higher entity (such as an Order), that automatically sums a defined set of fields from a lower level (such as a Line Item). For example, I want a field for “Total Impressions” on the Order form, that is a sum of all the Impressions fields on each Line Item of the Order.

• Rollup fields are read-only, and automatically sum any fields on the level below that set their Rollup Field Name to this target (unless they are start_date or end_date).

• For Date Rollup fields, the value for start_date will imply the earliest, lower level start_date, and the value for end_date will imply the latest, lower level end_date.

Rollup Hierarchy

• Clients

  • Order

    • Line Items

      • Flights

Rollup Field Rules

Rollup Fields are subject to the following rules:

• Rollup sources cannot be calculated fields.

• Rollup sources cannot have a parent field.

• Rollup fields should not be set as required fields.

• A field on a Task form cannot be a Rollup field.

• For client-level Rollup fields:

  • the data types can be either string or integer.

  • if the Rollup source is decimal, currency, or percentage, then the client-level Rollup field’s data type should be a string so that that value can be displayed correctly.

• For Order, Line Item, and Flight Rollup fields:

  • the data types can be percentage, currency, decimal, or integer.

  • for start_date and end_date Rollup fields, the data type must be a date.

Rollup Field Configuration

Non-date Rollup field configuration

1] Navigate to the form to which you’d like to add a Rollup field.

2] Click the plus icon to add a new field, or double-click on any existing field.

3] Update the Input Type to Rollup Target.

• This field will now appear for selection on the lower-level field configuration, as an option for Rollup Field Name.

4] Click OK.

5] Navigate to the form on the lower level where the field is that should be a contributor for the Rollup.

6] Click the plus icon to add a new field, or double-click on any existing field.

7] Scroll to the bottom of the field configuration pop-up and select the Rollup Target from the options in the Rollup Field Name.

Date Rollup configuration

9] Repeat steps 1 and 2 above.

10] Click the plus icon to add a new date field, or double-click on any existing date field.

11] Update the Input Type to Rollup Target.