A great new feature that came with Sugar 6.3 is the ability to do rollups, meaning that you can do a calculation over a single field in all of the related records of a related module. You can do four different types of rollups in Sugar 6.3:

• rollupMax – return the max value of all of the related module records
• rollupMin – return the min value of all of the related module records
• rollupSum – return the sum value of all of the related module records
• rollupAve – return the average value of all of the related module records
• count – return the total number of related module records

Here’s a great use case for this; suppose you want to add a field to the Accounts module which sums the average Opportunity amount for an account. Just add a new field with this equation as the calculated field:

rollupAve($opportunities,"amount")

Or maybe you are looking for the total number of Cases submitted by a Contact. Try this formula on a new field:

count($cases,"amount")

This enables all sorts of new abilities. Have you used these fields? If so, sound off in the comments on how you use these functions.

This entry was posted on Monday, February 13th, 2012 at 6:49 am and is filed under Sugar Logic, SugarCRM 6.3. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.