Data Rollups
The layout editor links data based on a mathematical concept called the transitive relationship. If a is related to b, and b is related to c, then a is also related to c. In the layout editor, you can display a grandchild object (c) in relation to the parent object (a) within a child panel grid.
As a result, you can specify child panels using direct relationships to child objects, rollup relationships to grandchild objects, or both.
For example, the current object is incident. It has a child problem object which has a child attachment object. For specifying child panels using direct relationships to child objects, specify the child object (that is, problem).
For specifying child panels using rollup relationships to grandchild objects, first specify the grandchild object (that is, attachment) as the business object, then add the new rollup sequence that links the current object (that is, incident) to the child object (problem), followed by the link from the child object (problem) to the grandchild object (attachment).
Defining a Data Rollup
Use the layout editor to define data rollups while working in the form view.
| 1. | Within the Configuration Console, from the business object you want to use, select the Layouts tab, then click formView. The Form View Editor appears. (See Using Layouts.) For example, from the Change business object, select the Change layout, then click formView. |
| 2. | From the Child Panels area, click the object of the child panel for which you want to define a rollup. For example, FRS_ApprovalVoteTracking (next to the Approval Vote Tracking area). |
The FormView Child Panel Relationship Editor appears.
| 3. | Choose the relationship type: |
- Use only direct relationship to child object(s)
- Use only rollup relationship(s) to grandchild objects
- Use both direct and rollup relationships
| 4. | Click Add New Rollup Sequence. The Rollup Chain Editor appears. |
| 5. | Enter information into the fields. |
--fields--
| Field | Description |
|---|---|
| Display Name | A unique name for the rollup chain. |
| Show rollup records by default | Shows rollup records by default. |
 (add object) |
Adds a rollup chain object. Click Not Set, then select an object from the drop-down list. The list is automatically populated based on the chosen business object. Hints are given to direct you to the correct relationships. |
|
(add object) |
Adds the grandchild object. |
| 6. | Repeat to add more relationships. |
| 7. |
Click Save  from the toolbar.
|