Relation and Rollup Field Guide
Recall when to use relations, rollups, formulas, and manual fields.
Relation vs rollup Relation creates the bridge; rollup reads across it. What is a rollup good at? Showing a summary that should update when related records change. Counts, earliest dates, latest status, totals, and names. "Manual copy is easier than a rollup." Say this Manual is easier once; rollup is easier every time the source changes. Copied facts become stale quietly. It reframes effort over the life of the system. When should you avoid a relation? When the value is just a stable label and the linked item has no page of truth. A simple select is enough for tiny…
Sign up free — one personalized lesson every day, matched to your role and goals.
Already have an account? Sign in