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Reverse engineer a rollup

  • June 27, 2022
  • 6 replies
  • 37 views
G

I am working in a base built by someone else. There is a Leads and Clients table, a Products table and a Sales Log table. Product prices are listed in the Products table and I imagine this should feed into the Sales Log which is then linked to Leads and Clients.

There is a rollup field for lifetime value in the Leads and Clients table but it’s not working. Unfortunately, I can’t see what it is supposedly rolling up so I can try and fix it. I know it’s pulling info from the Sales Log but how can I see exactly which field it’s rolling up so I can fix it?

6 replies

Ben_Young1
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  • Ben_Young1
  • Brainy
  • June 27, 2022

Hey @Georgie_Cummings!

Out of curiosity, do you have creator permissions in the base/workspace?

If you do, you will have the ability to open the field configuration menu that will display the field that is being referenced in the lookup.

If you do not have permissions, you will need to either get the information from the base/workspace owner or creators or have your permissions elevated to provide you access.

G
  • Georgie_Cumming
  • Author
  • Participating Frequently
  • June 27, 2022

Hey @Georgie_Cummings!

Out of curiosity, do you have creator permissions in the base/workspace?

If you do, you will have the ability to open the field configuration menu that will display the field that is being referenced in the lookup.

If you do not have permissions, you will need to either get the information from the base/workspace owner or creators or have your permissions elevated to provide you access.


Hi Ben. I have creator permission and this is what I see…

Ben_Young1
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  • Ben_Young1
  • Brainy
  • June 27, 2022

Hi Ben. I have creator permission and this is what I see…


Ooo, I misread your original post.
Regardless, you will need to scroll to see the actual field configuration. Your screen zoom settings might be keeping the entire configuration dialog from expanding.

In full, it will look like this.

The giveaway is the scroll bar and the bottom of the dropdown being cut off.

kuovonne
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  • kuovonne
  • Brainy
  • June 27, 2022

Hi Ben. I have creator permission and this is what I see…


Looks like someone deleted the linked record field in the [Sales Log] table. That turned the {Sales Log:} field in the current table into a single line text field, instead of a linked record field.

How long has this rollup been broken? If it was broken within the past 7 days, can you find the original linked record field in the trash and restore it?

G
  • Georgie_Cumming
  • Author
  • Participating Frequently
  • June 27, 2022

Ooo, I misread your original post.
Regardless, you will need to scroll to see the actual field configuration. Your screen zoom settings might be keeping the entire configuration dialog from expanding.

In full, it will look like this.

The giveaway is the scroll bar and the bottom of the dropdown being cut off.


There’s nothing there. I zoomed out to 75%. It seems I’m missing the bit that says which field I would like rolled up. I’m guessing I need to delete this and start again.

G
  • Georgie_Cumming
  • Author
  • Participating Frequently
  • June 27, 2022

Looks like someone deleted the linked record field in the [Sales Log] table. That turned the {Sales Log:} field in the current table into a single line text field, instead of a linked record field.

How long has this rollup been broken? If it was broken within the past 7 days, can you find the original linked record field in the trash and restore it?


I think it’s been broken since it as created last month. There’s nothing in trash for this. I might have to delete it and start again but I’m hesitant because I don’t know what is linked to what.

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