Rollup Fields enable you to aggregate and summarize list data inside Nexl Workspaces. They give a quick “overview” metric from granular list-level data, like counting RSVPs marked “Yes” or summing specific numeric fields.
🔧 Key Capabilities:
Aggregation Types:
Count rows that meet specified conditions (e.g.,
RSVP = Yes).Count rows added by a specific user (e.g., "John the Partner").
Live Syncing:
Automatically updates when list data changes (e.g., when a user updates RSVP status).
UI Controls:
Create new rollup fields.
Rename or delete existing rollup fields.
Note: You cannot edit a rollup field’s condition after creation — delete and recreate if needed.
Display on Pages:
Use
/rollupfieldcommand on Nexl pages to show aggregated data directly in a workspace overview.
📝 How to Create a Rollup Field:
1️⃣ Initiate Creation:
Go to the Worksapce.
Under Actions, Click Rollup Fields → Add Rollup Field.
2️⃣ Configure:
Provide a name (e.g.,
RSVP Count).Select the list in the workspace to aggregate from. You can choose any contact/company/generic/activity or workspace opportunity list
Define condition (e.g.,
RSVP = Yes):Note: You must press “Enter” after typing a condition so it registers correctly.
3️⃣ Save:
The rollup field appears and begins aggregating automatically.
✅ Example Use Cases:
Event Management: Count confirmed attendees (
RSVP = Yes).Sales Pipelines: Count opportunities belonging to a specific partner.
⚠️ Notes:
The rollup field value reflects the latest state on list load and page refresh.
Useful for providing real-time summaries on Nexl pages (e.g., event overview pages).