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:
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.
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