Rollup fields
A Rollup field takes a field from a record's linked records and aggregates it into a single value on this record — the total value of a company's deals, the number of open ones for an account, the latest order date for a customer. It updates automatically as the linked records change.
Rollup is available on higher plans — see the pricing page. To compute a value within a single record instead, use a Formula.
Configure a Rollup
Create a field, choose the Rollup type, and set three things:
- Relation — the link field (Link single record or Link multiple records) whose linked records you want to roll up.
- Target field — which field on those linked records to aggregate.
- Function — how to aggregate it (below).
Example: on a Company linked to Deals, set Relation = Deals, Target field = Value, Function = Sum to show total effort. Switch the function to Count not empty to show how many tasks are estimated.
Aggregation functions
The functions available depend on the target field's type.
General — any field type
| Function | Result |
|---|---|
| Show original | The linked values as-is. |
| Show unique | The distinct linked values. |
| Count all | Count of linked records, including empty. |
| Count values | Count of non-empty values. |
| Count unique values | Count of distinct values. |
| Count empty / Count not empty | Count of empty / filled values. |
| Percent empty / Percent not empty | Share of empty / filled values. |
Numeric — number, decimal, money, percent, rating
| Function | Result |
|---|---|
| Sum | Total of the values. |
| Average | Arithmetic mean. |
| Median | Middle value. |
| Min / Max | Smallest / largest value. |
| Range | Max minus min. |
Date — date, date and time
| Function | Result |
|---|---|
| Earliest date / Latest date | The first / last date. |
| Date range | Span between the earliest and latest date. |
Checkbox
| Function | Result |
|---|---|
| Checked / Unchecked | Count of checked / unchecked. |
| Percent checked / Percent unchecked | Share of checked / unchecked. |
Rollup vs. Lookup
Both read across a link field — but a Lookup shows a value from linked records as-is, while a Rollup aggregates many linked values into one number or summary.
