How to count Open and Future Due Tasks on Opportunity using PWR Rollups

Modified on Fri, 17 May 2024 at 05:11 PM

Please follow the steps included below for creating a rollup to count how many related tasks were open and had a due date in the future.

To achieve this requirement, the user needs to create one custom field.

Create a formula field on the Task/Activity Object, Formula = IF( IsClosed = FALSE && ActivityDate > TODAY(), 'TRUE', 'FALSE')

  1. Open PWR Rollups application
  2. Create a new roll-up and give the appropriate name and description
  3. Select the source object as Task and the destination object as Opportunity, and click next
  4. Select rollup type as Count and select the destination field where you want to show the result
  5. Now, click on the 'Add Condition' button in the custom filter section
  6. Please refer to the screenshot below for the filter specifications
  7. You will need to add 2 filters to attain the requirement which can be done using the 'Add Condtion' button present at bottom
  8. Check the checkbox to make rollup active then click on save

Now you have successfully created the rollup to fulfill your requirement

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article