Roll-up

For instructions on how to access field types or how to add one, see Field Types.

Capabilities

• Aggregate numeric values from connected records using formulas like Sum, Average, Min, Max, and Count.
• Filter which records are included in the calculation using optional conditions.
• Format the result as a number with custom formatting options.

Use Cases and Examples

• Sales teams can use Roll-Up to sum the total deal value of all opportunities linked to a given account, giving a quick view of revenue potential per client.
• Project managers can count the number of tasks linked to each project record to track workload or completion progress at a glance.
• Finance teams can calculate the average or total of invoice amounts connected to a customer record, filtered to include only unpaid invoices.
• Operations teams can use Min or Max to surface the earliest or latest deadline among all tasks linked to a process record, without leaving the parent table.

How to Configure

Step 1

Name the field: Enter a name in the Name field to identify this field in your table.

Step 2

Select a connected table: Choose the child table whose records you want to aggregate. Your current table must be the parent in the relationship.

Step 3

Choose a formula: Select the aggregation formula to apply — for example, Sum, Count, Average, Min, or Max.

Step 4

Select a connected field: Choose which field from the connected table the formula will be applied to.

Step 5 (optional)

Add filters and conditions: Click Add filters and conditions to restrict which connected records are included in the calculation.

Step 6 (optional)

Configure number formatting: Expand Number formatting to set how the result is displayed (decimals, currency symbol, etc.).

Step 7 (optional)

Add a tooltip: Enable the Tooltip toggle and enter a short description to help users understand what this field represents.

Step 8

Create: Click Create to add the field to your table.

Keep in Mind

• This field does not aggregate from tables where your current table is the child — your current table must be the parent in the relationship.
• This field is read-only — users cannot manually enter or override the calculated value.
• Filters applied here only affect the Roll-Up calculation — they do not filter the connected records elsewhere in your table.
• This field does not work with text or select fields for formulas like Sum or Average — those formulas require a numeric field in the connected table.

FAQ

1 — What is the difference between Roll-Up and a formula field?

A formula field calculates values based on fields within the same record. A Roll-Up aggregates data across multiple records in a connected (child) table, pulling values from a relationship.

2 — Can I use Roll-Up to count connected records even if they don't have a numeric field?

Yes. The Count formula counts the number of connected records regardless of their field values, so no numeric field is required when using Count.

3 — What happens to the Roll-Up value if I delete a connected record?

The Roll-Up automatically recalculates and excludes the deleted record from the result.

4 — Can I add more than one Roll-Up field per table?

Yes. You can create multiple Roll-Up fields in the same table, each pointing to different connected tables or using different formulas and filters.