Overview
A Rollup reaches through a Relation and summarises what it finds on the other side: total contract value across a company’s deals, the newest activity date on a contact, how many open tickets an account has. Pick it from Complex in the property type list. It has no stored value. It’s recomputed on read, so it’s always current and read-only.Configuration
What it stores
Nothing. The value is calculated each time the record is read, from whatever the related records currently hold.Examples
- Total pipeline on a Company, sum the Amount of every related Deal.
- Open tickets on an Account, count related Tickets.
- Last touched on a Contact, max of the related Activities’ dates.
Because a rollup is computed, it can’t be written over the API and can’t be
set by an automation, sending a value for one is ignored. Change the related
records and the rollup follows.