Please follow the steps included below for creating a rollup to count how many related tasks were open and had a due date in the future.
To achieve this requirement, the user needs to create one custom field.
Create a formula field on the Task/Activity Object, Formula = IF( IsClosed = FALSE && ActivityDate > TODAY(), 'TRUE', 'FALSE')
- Open PWR Rollups application
- Create a new roll-up and give the appropriate name and description
- Select the source object as Task and the destination object as Opportunity, and click next
- Select rollup type as Count and select the destination field where you want to show the result
- Now, click on the button Add Custom Filter
- Please refer to the screenshot below for the filter specifications
- You will need to add 2 filters to attain the requirement which can be done using the '+' icon present at the end of the last filter
- Click on the toggle button to make rollup active then click on save
Now you have successfully created the rollup to fulfill your requirement, please find the attached video for a better understanding of the steps for creating a rollup.
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