You can now add custom filter conditions to lookup, rollup, and count fields to limit which records are included in the results. Here’s how to do it:
- Create a valid lookup, rollup, or count field (if you don’t already have one in your table, you’ll need to create a valid linked record field first).
- In the field customization menu, turn on the “Only include records which match certain conditions” toggle.
- Specify the relevant filters for your use case.
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This also means that if you have been using helper formula fields as a workaround to achieve this same functionality, you can transition off those fields for a cleaner, clearer base! 🌅
Learn more about this new feature with the conditional counts, lookups, and rollups support article.