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All column types

Advanced column type

Rollup

A Rollup column summarizes values from records linked through a Link To Object column; count the late shifts on a worker, sum the billed amount per client, average ratings per location. Rollups turn linked records into signals workflows and dashboards can act on.

Illustrative example

Aggregate values from linked records: counts, sums, and averages without manual tallying.

  1. 01

    Table

    Users

  2. 02

    Field

    Late count

  3. 03

    Purpose

    Counts linked Shifts marked late; drives tier workflows.

A suggested way to organize your information. This diagram is not a product screen.

When to use this type

  • 1Late, no show, and cancellation counts on a worker.
  • 2Billed totals per client or pay period.
  • 3Average ratings per worker, location, or client.

Column ideas for your team

Users

Late count

Counts linked Shifts marked late; drives tier workflows.

Job Roles

Eligible workers

Counts Users linked to the role.

Good to know

  • 1Rollups need a link; the relationship comes first, the aggregate second.
  • 2Give rollups time to update before dependent automations run; add a short wait in workflows.
  • 3Rollup thresholds are how attendance points and tier movement work.