Mobile Rollups

Introduction

  • Roll-up summary fields display calculated values from related records.

    Use a roll-up summary field to display the number of tickets on a job.

  • There are four types of roll-up summary:

    Type Description

    COUNT

    Totals the number of records

    SUM

    Totals the values in a number, currency, or percent field

    MIN

    Displays the lowest value in a number, currency, percent, date, or date/time field

    MAX

    Displays the highest value in a number, currency, percent, or date/time field

  • When you add a roll-up summary, you must:

    • Add the field to layouts

    • Grant field permissions

    • Add the field to the FX_Mobile_Rollups file

Considerations

  • Roll-up summary fields in FieldFX Back Office calculate values by analyzing all records.

  • Roll-up summary fields in FieldFX Mobile calculate values by analyzing syncable records for the user.

The value in a roll-up summary in FieldFX Back Office may differ from the value in the same field in FieldFX Mobile.

Prerequisites

To set up roll-up summary fields,

Have these permissions Complete these tasks
and review these topics
before continuing

  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • API Enabled

    • Author Apex

    • Customize Application

    • View Setup and Configuration

  • To use roll-up summary fields in FieldFX Mobile, you must use one of the following release channels:

    • Sync V4 Beta

    • Sync V4

    • V4 Quarterly Beta

    • V4 Quarterly

Step-by-Step Guides

You can do the following:

Import Back Office Rollups

  • Add rollups that already exist in FieldFX Back Office to FieldFX Mobile

    1. Go to https://admin.fieldfx.com, select Production or Sandbox as the org type, then login with the org credentials.

    2. Select Mobile Rollups.

    3. Select Import under Option 2.

      Screenshot showing the two options available when first accessing the Mobile Rollups tool

    4. Select the object(s) whose FieldFX Back Office rollups you want to add to FieldFX Mobile, then click Next.

      To import from all objects, use the checkbox in the first row next to Object Name.

    5. Select the rollup(s) to import for mobile devices, then click Next.

      To import all rollups, use the checkbox in the first row next to Back Office Rollup Field Name.
      Example of selecting Back Office rollups to import

    6. Select Confirm.

      The rollups import, then the Mobile Rollups home screen displays.

Add a Mobile Rollup

The rollup summary field must already exist on the object before adding the mobile rollup.

See Roll-Up Summary Setup for details on adding a new roll up summary field in FieldFX Back Office.

  1. Go to https://admin.fieldfx.com, select Production or Sandbox as the org type, then login with the org credentials

  2. In Option 1, enter or select an object name in Add or view a rollup

    Screenshot of the two options on the Mobile Rollups initial screen with the cursor making a selection under Option 1

  3. From the list, select plus button next to the object with the field to rollup

    Screenshot of the cursor over the add plus button

  4. Make the following entries or selections:

    Field Action

    Target Field

    Select the object’s rollup field to make available in mobile

    Operation

    Select the type of rollup field

    {Master-Detail Object} Field
    (optional)

    Select the field from the child object to summarize

    The name of this field depends on the add button you selected in the previous step.

  5. Select whether to use filters to limit the records used for the summary

    For more on filters, see below.

Modify a Mobile Rollup

  1. Go to https://admin.fieldfx.com, select Production or Sandbox as the org type, then login with the org credentials

  2. In Option 1, enter or select an object name in Add or view a rollup

    Screenshot of the two options on the Mobile Rollups initial screen with the cursor making a selection under Option 1

  3. From the list, select a rollup field to view

    Screenshot showing the cursor hovering over the desired roll-up field to select

  4. Make changes to the fields and/or Filter Criteria

    For more on filters, see below.

  5. Select Save to apply the changes to the rollup

    or

    Select Reset to discard the changes and retain the original settings

Delete a Mobile Rollup

  1. Go to https://admin.fieldfx.com, select Production or Sandbox as the org type, then login with the org credentials

  2. In Option 1, enter or select an object name in Add or view a rollup

    Screenshot of the two options on the Mobile Rollups initial screen with the cursor making a selection under Option 1

  3. From the list, select a rollup field to delete

    Screenshot showing the cursor hovering over the desired roll-up field to select

  4. Select Delete to remove the mobile rollup

  5. Select Delete Mobile Rollup to confirm that you wish to permanently remove the rollup

    This cannot be undone. The Mobile Rollup would have to be re-added.

Working with Filters

Basics

  • Filters control the records analyzed in roll-up summary calculations.

  • Use filters if you want roll-ups to display data for specific record types or for records matching specific criteria.

  • FieldFX supports the use of the following operators within filters:

    Operator Description

    equals

    Field and Value are the same

    notEqual

    Field and Value are not the same

    lessThan

    Field entry is less than the Value entry

    greaterThan

    Field entry is more than the Value entry

    lessOrEqual

    Field entry is the same or less than the Value entry

    greaterOrEqual

    Field entry is the same or more than the Value entry

    contains

    Character string in Value is found in the Field entry; case insensitive

    notContain

    Character string in Value is not found in the Field entry; case insensitive

    startsWith

    Entry in Field begins with the string in Value

    includes

    Value is selected in a multi-select picklist field

    excludes

    Value is not selected in a multi-select picklist field

  • Mobile rollups do not support either the within or between operators.

  • Refer to the Filter Operators Reference article for more information about the supported operators.

Add a Filter to a Mobile Rollup

Filters can also be created while adding a new Mobile Rollup.

  1. In Option 1, enter or select an object name in Add or view a rollup

    Screenshot of the two options on the Mobile Rollups initial screen with the cursor making a selection under Option 1

  2. From the list, select a rollup field to add the filter to

  3. In Filter Criteria, select Only records meeting certain criteria should be included in the calculation

  4. Make the following entries:

    Field Description / Action

    Field

    API name of the object and field.

    For example, FX5__Ticket__c.FX5__Ticket_Item__c.RecordTypeId to compare the Record Type of the Ticket Item on the Ticket.

    Operator

    Select the function to use for the filter; see the list above.

    Value

    Entry to compare to the Field.

    For record types, you must use the 18-character case-insensitive ID as the Value entry.

    Do not use the 15-character case sensitive record type ID.

  5. (optional) Add additional criteria to the filter on additional row(s)

    Multiple criteria are joined by an AND, and all of the filters must be TRUE for the record to be included in the rollup.

  6. After adding all filter criteria, leave the last row blank

  7. Click Save

    An example of a mobile filter criteria

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