Go beyond summary values by diving into the underlying data behind your Count and Rollup fields, making it easier to analyze trends and draw meaningful conclusions.
Plan Availability | All plan types |
Permissions | General Access |
Related Reading |
Count and Rollup fields are powerful tools for summarizing data. They provide an overview of:
The number of customer requests in a queue.
The total value of line items in an order.
The number of orders that have been closed.
These fields give you a snapshot of your work items, but sometimes, you need more detail. By "drilling through," you can access the underlying data instantly and view the specific records included in the count or rollup value.
How to Access Supporting Records
Click on any Count or Rollup field to open a display showing all Linked Records associated with it. This works similarly to the Linked Record field, allowing you to select which fields appear in the records list.
Changing the Click-Through Field Display
Adding Fields to the Display
Click the Fields button in the upper-right corner of the record display dialog. A configuration panel will be displayed that looks like this:
In the configuration panel:
Select the field name you want to display from the left-side panel.
The selected field will appear in the "Selected Fields" panel on the right.
To reorder fields:
Hover over the field name.
Click the grabber bar on the left and drag the field up or down.
Removing Fields from the Display
Hover over the field you want to remove in the "Selected Fields" panel.
Click the X displayed next to the field name.
The field will return to the "Available Fields" panel.
Practical Scenarios and Use Cases
1. Tracking Customer Service Requests
Scenario: The customer service team monitors open, pending, and resolved requests daily. Solution: Use Count fields to track the status of requests. Drill through to view detailed case records for better prioritization.
2. Managing Project Budgets
Scenario: A project manager oversees the total budget across various projects. Solution: Use Rollup fields to calculate total expenditures. Click through to view itemized budget entries for precise adjustments.
3. Sales Pipeline Overview
Scenario: A sales team tracks opportunities across multiple pipeline stages. Solution: Use Count fields to see the number of opportunities in each stage. Drill through to view deal specifics for targeted follow-ups.