I am trying to take the sum of the $ amounts in “January Birthday Notifications” and place it in the “January Balance” field. The trick here is… I need to do this for each month so efficiency is really important to me, haha. Any help would be greatly appreciated! Thanks so much!
Why? I’m envisioning a single “Amount” column. Without more information on the table your rollups are pulling from I can’t tell if that table is terribly inefficient or you have a genuinely unique use case.
It could be either, honestly. Part of the limitation is that I can only roll-up one column at a time; I can’t roll up for multiple events (i.e. Birthday, work anniversaries, etc.) all at once. Here’s an overview of what I have set up and what I’m trying to accomplish:
Step One: Gift buyer fills out a form with details on what events they’d like to gift for and what their budget it. This generates a prefilled link to a form on the “recipient” table for them to send to their team or clients (the people they are giving gifts to)
Step Two: Recipient fills out the form with their Birthday and work anniversary and this automatically connect them to their gift buyer table so that I can create roll-ups.
Here is one of the field formulas that pull over on the roll-up I mention in the next step:
Step Three: I need to send the buyer an overview of their gifts for the month (birthdays, anniversaries, recurring appreciation gifts, etc.).
I created a roll-up for each gifting scenario organized by month, then created the formula to bring all of those roll-ups into one monthly notification field so that I could list all gifts for each month in their notification email.
Here are some of the million roll-ups I already have (they are conditional roll-ups so I could organize by month):
It’s also worth noting that I initially wanted to put these notifications on a separate table organized with a row for each month but that doesn’t appear to be possible since we can’t update records on a separate table in automation.