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Conditional rollups

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Tobin_Perry
6 - Interface Innovator
6 - Interface Innovator

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?

1 Reply 1

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.