Skip to main content

Filter rollup field by created date

  • February 18, 2024
  • 1 reply
  • 16 views

Forum|alt.badge.img+2

I have rollup field that sum all the records from a table. I want to limit the sum from all to sum for current month only.

How can I do it?

 

1 reply

Alexey_Gusev
Forum|alt.badge.img+25

Hi,
in rollup source table, create formula field IF(MONTH(TODAY())=MONTH({Date Field},'Current')
in rollup settings, put filter according to it.