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Status Future consideration
Categories Roadmaps
Created by David O'Hare
Created on Aug 31, 2021

Surface Goals & Initiatives roll up fields in roadmaps

Currently only 'roll up record name' is available for Goals & Initiatives; all roll up record fields should be available in roadmaps (e.g., Progress / % Complete, Status, etc.)

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  • Admin
    Kelly Sebes
    Sep 17, 2021

    Thank you for reaching out. You may want to add a worksheet custom field to the child record's layout -- it can reflect the roll-up record's fields. Then these would be available in reporting on the child record as well.