Skip to content

Add Rollup Name field to Schedule Item #1533

@kylebroeckel

Description

@kylebroeckel

Is your feature request related to a problem? Please describe.
Currently, Rollup Schedule Item records include the ID of the Rollup that will be run (via the "Lookup Rollup Summary 2" field), but not the Rollup name.

This makes the Schedule Item tab less useful for admins because it's not visually apparent which rollups have been scheduled to run:

Image

Describe the solution you'd like
Add a new "Lookup Rollup Summary Name" field to the Lookup Rollup Summary Schedule Item object, populated based on the value in the "Lookup Rollup Summary 2" field.

Add this field to the Lookup Rollup Summary Schedule Item page layout and the default list view for Lookup Rollup Summary Schedule Items in the DLRS app.

Describe alternatives you've considered
Admins can create this functionality via a custom field and a before create Flow (like I did below), but ideally this would be built-in so that it's easier for DLRS users to understand how Schedule Items are being generated based on their rollup configuration.

For example, after adding a test Opportunity in a sandbox, having a rollup name field lets me check at a glance which rollups were triggered:
Image

Additional context

There's a similar enhancement request for the Summary Log object, so maybe this could be bundled together with that:
Issue (#1116)

Metadata

Metadata

Assignees

No one assigned

    Type

    No type

    Projects

    No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions