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Conditional Rollup filters matching records from a target table without creating a link relationship first, then calculates statistics on a selected field. It is useful for calculating counts, sums, averages, and other results based on field values in the current record.

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Use Cases

ScenarioGood for
Employee task statisticsCount in-progress tasks and completed tasks for an assignee
Period sales statisticsCalculate sales amount, order count, or average order value by date range
Duplicate data checksCount duplicate names, phone numbers, or IDs
Regional reportsAggregate business data by region, store, or channel

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Procedure

1

Create a conditional rollup field

Click the + icon on the right side of a field name, choose Conditional Rollup, and enter a field title, such as ā€œTotal sales amountā€.
2

Choose the target table

In the target table dropdown, choose the table to query.
3

Configure the rollup field

Choose the field to calculate and confirm the field type.
4

Set filter conditions

Add filter conditions, choose the field, condition type, and comparison value. The comparison value can be a static value or a field from the current table.
5

Choose an aggregate function

Choose a calculation method based on the data type, such as original value, unique values, unique count, sum, count, average, maximum, or minimum.

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Scenario Practice

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Team Task Volume Statistics

Tables
  • Tasks table
  • Statistics table
A team admin needs to count tasks in different statuses for each employee, such as in-progress and completed tasks, to understand workload distribution and completion progress. In-progress tasks
  1. In the employee information table, create a Conditional Rollup field named ā€œIn-progress tasksā€
  2. Target table: Task assignments table
  3. Rollup field: Task ID
  4. Filter conditions:
    • Field: Assignee -> Condition: Equals -> Value: Employee field from the current table
    • Field: Task status -> Condition: Equals -> Value: ā€œIn progressā€
  5. Aggregate function: Count all
Completed tasks
  1. Create another Conditional Rollup field named ā€œCompleted tasksā€
  2. Target table: Task assignments table
  3. Rollup field: Task ID
  4. Filter conditions:
    • Field: Assignee -> Condition: Equals -> Value: Employee field from the current table
    • Field: Task status -> Condition: Equals -> Value: ā€œCompletedā€
  5. Aggregate function: Count all

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Find Duplicate Values

Tables
  • Customers table, with fields such as customer name and phone number
In the customers table, find duplicate customer names before merging customer profiles. Steps
  1. In the customers table, create a Conditional Rollup field named ā€œCustomer name duplicate countā€
  2. Target table: Customers table (this table)
  3. Rollup field: Customer name
  4. Filter condition:
    • Field: Customer name -> Condition: Equals -> Value: Customer name field from the current table
  5. Aggregate function: Count all
  6. Create a Formula field named ā€œDuplicate flagā€
  7. Set the formula to IF(Customer name duplicate count > 1, "Duplicate", BLANK())
The customers table shows how many times each customer name appears and marks duplicate records with ā€œDuplicateā€, so you can filter and handle them later.

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FAQ

Conditional Rollup returns one calculated value, which works well for totals, counts, and averages. Conditional Lookup returns a list of matching raw values, which works well for viewing detail data.
Last modified on May 26, 2026