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Rollup of Linked records with filter

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Eric_Falsken
5 - Automation Enthusiast
5 - Automation Enthusiast

I’ve got a table that already has a link that is working. In this case it is Order Line Items to Products.

I’d like to have a column in my Products table that has the total of Order Line Items (line item total) within the past 60 days.

I could change the link to be filtered by a View, but then I’d not be able to see the Total Lifetime Orders.

How can I filter the linked records during Rollup?

1 Reply 1

Hi @Eric_Falsken - I would create another field to capture totals within the last 60 days:

Screenshot 2019-09-30 at 09.26.46.png

the “last 60” field is a formula:

IF(DATETIME_DIFF(TODAY(), date, 'days') > 60, 0, {line item total})

Now you can rollup line item total for lifetime sales and “last 60” for sales within the last 60 days

JB