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SFDO-Community / declarative-lookup-rollup-summaries

Declarative Lookup Rollup Summaries (DLRS) is a community built and maintained Salesforce application that allows you to create cross object roll-ups declaratively - no code! For install instructions and documentation, visit our website https://sfdo-community-sprints.github.io/DLRS-Documentation/
https://sfdo-community-sprints.github.io/DLRS-Documentation/
BSD 3-Clause "New" or "Revised" License
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Values on fields are not being updated real-time. #1475

Closed kelfjrd closed 3 weeks ago

kelfjrd commented 3 weeks ago

I still need to hit the full calculate button to calculate the changes on the amounts of the fields. Can you please advise on how to automate the calculation in real-time. Below is the screenshot for reference.Thank you.

Screenshot 2024-06-07 102741

aheber commented 3 weeks ago

@kelfjrd please direct "how to use" questions to the Trailblazer Community Group, thank you.

Before you go, It looks like you'd need to add Stage__c to the Relationship Criteria Fields to instruct DLRS to react to changes in that field.

kelfjrd commented 3 weeks ago

I already put the stage= Closed Won in the relationship criteria and it still does not work. That is the reason I raise a case here.

aheber commented 3 weeks ago

I'm talking about the Relationship Criteria Fields. The field below what you have.

Relationship Criteria Fields holds a list of field API names that should be monitored for changes. Because you used it in Relationship Criteria you should duplicate the field API name in Relationship Criteria Fields.