Ability to Roll Up Relationship Fields
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Robert McKay
Hi there, I'm working on building a CRM for my educational company, with lists for parents, students and schools. Students are related to both parents and schools. But I realized it would be great if parents automatically were related to their student's school. So I'd love to be able to create a rollup field of a relationship field, such that the parent could be related to the student, and then the school to which the student is related would be rolled up into a relationship with the parent as well.
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Chaim Holtzer
I add schools as a dropdown list in a custom field (for the child). then you can have a Rollup to that relationship field.
I'm not sure how it will work out when a parent have different children in different schools.
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Robert McKay
Chaim Holtzer: Right the way to think about it is which contact has the primary relationship with that organization, and you're right, it's the child because the parent could have children in multiple schools. But the problem is relationship fields of the child task are not available when creating a rollup field in the related parent task (not talking about subtasks here but tasks in diff lists representing literal parents and kids). So I can't roll up the school-child relationship currently, hence this post. Unless you're seeing something I'm not. Good point about different kids in different schools, would be great to see any future relationship rollup functionality have the option to roll up the relationship fields of multiple related tasks in the same list into a single rollup field, so if Parent A is related to Student 1 and Student 2, who go to School 1 and School 2, then Parent A's "Kids' Schools" rollup field will pull in both School 1 and School 2.
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Chaim Holtzer
Robert McKay: As i mentioned, i'm using a dropdown field to relate a child to a school, not a relationship.
So i have a dropdown list of all schools, and choose a school for each child.
Caroline Ginty
Thanks for this feedback Robert McKay! The examples you shared are very helpful, and the ask makes a lot of sense.
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Robert McKay
Other use cases for this sort of trilateral relationship where if A is related to B and B is related to C, then C is also related to A: sales rep, account, contact person; teacher, student, parent; teacher, student, school; etc.