The Concat Rollup allows you to combine or concatenate values from related records into a single field. Instead of performing numerical or aggregate calculations, this rollup type focuses on text aggregation, providing a clear and organized view of related data in one place. Let’s understand how it works with an example.
Example Use Case:
In the automobile industry, businesses that manage vehicles may need to view the types of vehicles they are working on directly on the Account record page. To achieve this, we use the Concat Rollup operator in PWR Rollups.
Object Hierarchy: Vehicle → Account
1. Create a New Rollup
Click the New button.
Provide a Name and Description for the rollup.
Select the Hierarchy as: Vehicle → Account.
2. Add a Rollup
Click the Add Rollup button.
Select the Rollup Type as Concat.
3. Configure Fields
Choose the Source Field that you want to include in the result.
Select the Destination Field where the result will be displayed.
Define a Delimiter (e.g., comma, pipe, or line break) and Qualifier for separating the data.
If you want to return only unique values in the destination field, check the Return Unique Values checkbox.
Click Save.
4. Activate, Save, and Run
Check the Activate checkbox.
Click the Save & Run button to process the rollup.
Result:
Now, on the Account record, you will see all vehicle types related to that account consolidated into a single field.
