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Jul 08, 2020 07:32 PM
Is it possible to do a conditional rollup where it looks for just records this month rather than in the last 30 days? Or do I have to set up the formula with after July 1 and before July 31?
Jul 08, 2020 08:51 PM
In the table that’s the target of your rollup, add a formula field with the following formula (changing {Date}
to the field containing the date you want to compare against):
MONTH(Date) = MONTH(NOW())
That will return a 0 or 1 if the date is in the current month. In your rollup condition, have it grab records where that field’s output is 1.