I created a new rollup field for Deals based on line items.
I can only get the value to populate when I manually add or re-add a line item to a deal.
Is there a way to force all rollup fields to populate on existing deals with line items?
I created a new rollup field for Deals based on line items.
I can only get the value to populate when I manually add or re-add a line item to a deal.
Is there a way to force all rollup fields to populate on existing deals with line items?
You’re absolutely right — this is a known limitation with HubSpot’s custom rollup fields.
Currently, rollup fields only recalculate when a triggering event occurs, such as manually adding, removing, or editing a line item. Unfortunately, they don’t retroactively populate for existing deals unless there’s a change that causes the rollup logic to fire.
Manual Trigger: Manually remove and re-add a line item on each deal — not scalable, but works in small batches.
Workflow Automation (If You Have Operations Hub Pro/Ent):
API Script (Developer Option):
Support Ticket: Occasionally, HubSpot Support can trigger a background recalculation for you — worth reaching out if it’s a large dataset.
If you need help automating this or want to script it out using the HubSpot API, feel free to reach out — our team at Market Minds Creative has handled similar cases and can assist with a clean workaround.
Thank you! Makes total sense.
Hi @NMcMurray,
Can you share a screenshot of the roll up configuration? Generally, this sounds like a bug and I’d recommend flagging it with support in-app directly, via chat or email.
@SBrown62 please stop sharing gen AI content without a disclaimer.
Best regards
@NMcMurray thank you - I don’t see why this wouldn’t behave as expected and would recommend to check with HubSpot support.