Summarize linked values with a rollup

Use a rollup to display values from linked records or summarize them with calculations such as a sum or average.

Add a rollup field

Rollups use values from records linked through a relation. Create a relation field in the collection where you want the rollup, then link the records you want to summarize. If you haven’t created a relation, follow Link records with a relation first. To total amounts, add a number field in the linked collection and enter the amounts.

1. Touch and hold the collection where you want the rollup in the collection list and open Edit Collection.
2. Tap Add Field.
3. Choose Rollup under Field Type and enter a Field Name.
4. Under Relation, choose the relation to use.
5. Under Target Field, choose the field to summarize from the linked records.
6. Choose a summary method under Calculation. To add amounts, choose Sum.
7. Tap Done. The rollup result appears in the record’s details.

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Changes to linked values are reflected in the summary. You can’t enter a rollup result directly.

Choose a summary method

Available calculations depend on the target field’s type. For numbers, you can choose a sum or average; for dates, the earliest or latest date; and for checkboxes, the number of checked values. You can also display a list of linked values. If Sum isn’t available, make sure the target field is a number field.

If you purchased Clastly Pro but can’t set up the field, see Clastly Pro features aren’t available after purchase.