Test and Publish Predefined Rollups
Test the rollups to ensure that they're producing the calculations you want. Here are the steps:
- On the Define Rollups page, go to the Test tab.Note: Ensure that you have enabled the Rollup Test Enabled (ORA_ZCA_TEST_ROLLUPS) profile option to see the Test tab on the Define Rollups page.
- Select a rollup you want to test.
- For Object Instance, select an account you want to calculate the rollup for.
- Select the Entire Hierarchy check box if you have defined the hierarchy attribute for the rollup and want to include the hierarchy values, as well, in the test.
- Click Calculate.
- In the meanwhile, you can calculate the rollups manually or use this sample URL to
run a REST call on the account rollup child:
https://<hostname:port>/crmRestApi/resources/latest/accounts/<partynumber>/child/AccountRollup
- Compare your calculations. If you're ok with the results, publish the rollup.
Publish the Rollup
After testing the rollups, publish them to the environment. Here are the steps:
- Select an unpublished rollup.
- On the Edit Rollup page, click Actions and select Publish.