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Created by Krysta Boyer
Created on Jan 18, 2026

Has child records filter for initiatives

What is the challenge?

There's no way to filter for parent initiatives that don't have child initiatives rolled up to them. We can find "orphaned" children (using "Roll up to initiative is blank"), but not the inverse - parents without children.

What is the impact?

For example if an organization requires product line initiatives to have child initiatives before progressing through workflows. Without this filter, teams must manually audit reports to enforce rollup governance, which doesn't scale.

Describe your idea

Create a field that is the inverse of the roll up to initiative field

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