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Selecting Your Child Relationship & Source Field

Selecting the Child Relationship and Source Field is the most crucial step in creating a rollup (step three of the Rollup Helper wizard). When selecting the child relationship using the drop-down menu keep in mind that this object is the object that contains the field with the information that you need rolled up. Once the selection is made the page will refresh and present you with the field that are available on the selected source object. From here you may select the field that contains the information that you would like to be rolled up. Once you find the field you may select it. After the selection is made the page will refresh to display a box containing the information about the rollup that you are creating. To the right of that box you are able to select the type of rollup you'd like to create.