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can some one help me in understanding combined text summary

  • 1.  can some one help me in understanding combined text summary

    Posted 05-09-2019 13:32
    can some one help me in understanding combined text summary. What is the feature and how do i use it?

    if explained by example or send a link for the explanation that will be great.

    Thanks


  • 2.  RE: can some one help me in understanding combined text summary

    Silver
    Contributor
    Posted 05-09-2019 13:57
    Imagine you have a parent-record and multiple child records.  Using this new combined-text field; you can summarize the unique-values from a text-field from ALL of the child-records and let them be displayed in the Parent-Record.  The summary field display will separate each child-record entry in a group, similar to multi-select text values.  In some cases, that format can be hard to view/display; so I often have to build an additional formula-text field using the function ToText() on the summarized-field to display the content properly, separated by semi-colons.   

    If you have the same value from that child-field more than once; it will only display once in the combined text summary field.



  • 3.  RE: can some one help me in understanding combined text summary

    Posted 05-09-2019 14:53
    Just to add some color. It will roll up the first 25 Unique child text fields. So 25 and Unique.


  • 4.  RE: can some one help me in understanding combined text summary

    Silver
    Contributor
    Posted 05-09-2019 14:58
    Thanks Mark - I had not run into this limitation yet; but I do love these fields for a whole bunch of reasons.


  • 5.  RE: can some one help me in understanding combined text summary

    Posted 05-09-2019 14:54
    thanks a lot !