FundingProgram: Count Applications Submitted

Description

Counts the number of applications submitted for a funding program in the Outbound Funds Package. The rollup uses the Funding Request Status field on Funding Request, so that the total can be shown on the Funding Program record.

Objects, Fields, Relationships

Field Value
Parent Object Funding Program
Child Object Funding Request
Relationship Field outfunds__FundingProgram__c
Relationship Criteria Funding Request Status NOT Draft or Withdrawn
Relationship Criteria Fields Funding_Request_Status__c
Field to Aggregate Id
Field to Order By n/a
Aggregate Operation Count
Aggregate Result Field DLRS_TotalSubmittedRequests
Calculation Mode Realtime
Schedule vs Child Trigger Deploy the Child Trigger

Variations

  • For a count of awarded applications only, add a criteria of Funding Request Status = Awarded.

Contributed By Serkan Bilgi, Traction on Demand

FundingProgram: Sum of Recommended Amount

Description

Calculates total dollars committed to date for a funding program (but not yet awarded) in the Outbound Funds package. The rollup uses the Recommended Amount fields on Funding Request, so that the total can be shown on the Funding Program record.

Objects, Fields, Relationships

Field Value
Parent Object outfunds__Funding_Program__c
Child Object outfunds__Funding_Request__c
Relationship Field outfunds__FundingProgram__c
Relationship Criteria outfunds__Recommended_Amount__c>0
Relationship Criteria Fields outfunds__Recommended_Amount__c
Field to Aggregate outfunds__Recommended_Amount__c
Field to Order By n/a
Aggregate Operation Sum
Aggregate Result Field DLRS_Committed_to_Date__c
Calculation Mode Realtime
Schedule vs Child Trigger Deploy the Child Trigger

Variations

  • For the sum of dollars awarded, change the Field to Aggregate to: outfunds__Awarded_Amount__c

Contributed By Sheri Gurock, The Beker Foundation

Account: Sum of Awarded Grants

Description

Calculates total dollars awarded to an Applying Organization in the Outbound Funds package. The rollup uses the Awarded Amount field on Funding Request, so that the total can be shown on the Applying Organization (Account) record.

Objects, Fields, Relationships

Fields Description
Parent Object Account
Child Object outfunds__Funding_Request__c
Relationship Field Account__c
Relationship Criteria (SOQL Query) outfunds__Recommended_Amount__c > 0 OR outfunds__Awarded_Amount__c > 0
Relationship Criteria Fields outfunds__Recommended_Amount__c, outfunds__Awarded_Amount__c
Field to Aggregate outfunds__Awarded_Amount__c
Order By Field n/a
Aggregate Operation SUM
Aggregate Result Field DLRS_ORG_Number_of_Grants__c
Calculation Mode Realtime
Schedule vs Child Trigger Child Trigger deployed

Variations

  • Use the sum of Requested Amount to show how much an organization has applied for, as well as how much they’ve been awarded (in this case, the SOQL query would be: outfundsRequested_Amountc > 0 AND outfundsAwarded_Amountc = 0)
  • Substitute Applying Organization with Applying Contact to show the same summaries on a Contact record.

Contributed By Sheri Gurock, The Beker Foundation

Account: Largest Grant Received

Description

Shows the largest amount awarded to an Applying Organization (Account).

Fields Description
Parent Object Account
Child Object outfunds__Funding_Request__c
Relationship Field Account__c
Relationship Criteria (SOQL Query) outfunds__Awarded_Amount__c > 0
Relationship Criteria Fields outfunds__Awarded_Amount__c
Field to Aggregate outfunds__Awarded_Amount__c
Order By Field n/a
Aggregate Operation MAX
Aggregate Result Field DLRS_ORG_Largest_Grant__c
Calculation Mode Realtime
Schedule vs Child Trigger Child Trigger deployed

Variations

  • Use MIN as the Aggregate to show the smallest grant.
  • Substitute Applying Organization with Applying Contact to show the same summaries on a Contact record.

Contributed By Sheri Gurock, The Beker Foundation

Account: Last Grant Received

Description

Shows the last or most recent amount awarded to an Applying Organization (Account).

Fields Description
Parent Object Account
Child Object outfunds__Funding_Request__c
Relationship Field Account__c
Relationship Criteria (SOQL Query) outfunds__Awarded_Amount__c > 0
Relationship Criteria Fields outfunds__Awarded_Amount__c
Field to Aggregate outfunds__Awarded_Date__c
Order By Field n/a
Aggregate Operation MAX
Aggregate Result Field DLRS_Date_of_Last_Grant__c
Calculation Mode Realtime
Schedule vs Child Trigger Child Trigger deployed

Variations

  • Use MIN as the Aggregate to show the date of the first grant.
  • Use Application Date instead of Awarded Date to show when an organization first or most recently applied for a grant.
  • Substitute Applying Organization with Applying Contact to show the same summaries on a Contact record.

Contributed By Sheri Gurock, The Beker Foundation


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