The List Rollup displays a collection of related records as a single, aggregated list within a parent object. Unlike numerical or text aggregation, the List Rollup provides a structured view of related data in a specific field. Let’s understand how it works with an example.
Example Use Case:
In the automobile industry, businesses that manage vehicle services may need to view all due service details directly on the account record.
Object Hierarchy: Service → Vehicle → Account
Steps to Create a List Rollup
Create a New Rollup:
Click the New button.
Provide a Name and Description for the rollup.
Select the Hierarchy as:
Service → Vehicle → Account.
Add a Rollup:
Click the Add Rollup button.
Select the Rollup Type as List.
Configure Fields:
Choose the Fields you want to include in the result.
Select the Destination Field where the result will be displayed.
Define a Delimiter, Qualifier, and Record delimiter for separating the data and click Save.
Set Filter Criteria:
In the Filter Criteria, click on Add Condition
Set the condition:
Status = Due.
Activate, Save and Run:
check the Activate checkbox
Then, click the Save & Run button to process the rollup.
Result:
Now, on the Account record, you will see all due service records consolidated into a single field.
