Roll-Up Summary Field
Updated
The Roll-Up Summary Field in Entity Studio is a read-only field type used to aggregate values from related records in a child entity and summarize them at the parent entity level. It is ideal for summarizing counts, totals, averages, and other metrics without needing manual calculations.
Use Cases
Consider a parent entity like Account and a child entity like Opportunity:
A Roll-Up Summary Field can calculate the total revenue generated from all opportunities related to an account.
It can also count the number of opportunities associated with the account or determine the highest opportunity value.
This feature simplifies reporting, allowing businesses to view aggregated metrics directly on the parent entity.
Configuring a Roll-Up Summary Field
Navigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section.
The Entity Manager page appears with the list of entities.
Search for the desired entity in the search bar. Click on the 3 dots and then click the View button next to the entity name.
On the left navigation pane, click Fields and Relationships.
Click the Create Field page in the top right corner of the Record Manager. The Create Field Page appears.
Select Roll up Summary from the Field Type drop-down.
The following are the fields that needs to be filled in the Create Field page.
Fields | Description |
Field Type | Select Roll-Up Summary Field from the dropdown list. |
Name | Provide a descriptive name for the field (e.g., "Total Revenue", "Opportunity Count"). |
API Reference ID | A unique system identifier for the field (example, total_revenue, opportunity_count). |
Help Text | (Optional) Add descriptive text to guide users. This appears as a tooltip or field note. |
Entity | Choose the child entity (e.g., Opportunity) from which data will be rolled up. |
Connected Via | Select the lookup field in the child entity that links it to the current (parent) entity. |
Entity Field to Rollup On | Select the field in the child entity whose values you want to aggregate (e.g., Opportunity Value, Status). |
Aggregation | Choose how to summarize the data. Options include:
|
Summarization Criteria | By default, aggregates all records. Toggle on Filtered Criteria to apply filters (e.g., only opportunities with Status = 'Closed Won'). |
Enable Sorting | Allows records to be sorted in the Record Manager based on the Roll-Up Summary value. |
Click on the Save icon in the bottom right corner once you input the field details.
Example Configuration Scenario
Suppose you are creating a Roll-Up Summary Field on the Account entity:
Entity to Reference: Opportunity
Connected Via: Opportunity → Account lookup field
Entity Field to Rollup On: Opportunity Revenue
Aggregation Method: Sum
Summarization Criteria: Filter where Status = Closed Won
This will display the total revenue from successful opportunities directly on the related Account record.
Summary
The Roll-Up Summary Field is a powerful and flexible feature that lets you display aggregated insights from child entities right on the parent record. Whether you need totals, counts, averages, or conditional calculations, this field simplifies reporting and enhances visibility into related data across your Sprinklr CRM ecosystem.