Is it possible to do a conditional rollup where it looks for just records this month rather than in the last 30 days? Or do I have to set up the formula with after July 1 and before July 31?
Conditional rollups
+7
+21In the table that’s the target of your rollup, add a formula field with the following formula (changing {Date} to the field containing the date you want to compare against):
MONTH(Date) = MONTH(NOW())
That will return a 0 or 1 if the date is in the current month. In your rollup condition, have it grab records where that field’s output is 1.
Login to the community
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.