I have a Master-Detail field (Settlement__c) in the Subject_Obligations__c custom object which connects to another custom object Settlement__c . I have a formula currency field name Obligation_Value__c with the fomula (below)
IF(Client_Designation__c,
IF(ISBLANK(Judgment__c),
IF(ISBLANK(Loan__c),NULL,Loan__r.Client_Initial_Value__c),
Judgment__r.Amount__c)
,NULL)
In the Settlement__c custom object , I am trying to create a Roll-Up Summary field name Obligation_Value_(Calc) field which will Sum the values in the Obligation_Value__c formula currency field in the Subject_Obligations__c custom object , however I am unable to select any Fields in the Field to Aggregate section, view below
What can I do to view fields in the Field to Aggregate field? Besides creating any reports, is there another solution to this?
10 Antworten
Jeff,
I set my workflow to TRUE, view below.
Am I correct on doing this? If I am correct, do I place a field update? I created a new currency field name Obligation_Value_WF__c in the Subject_Obligations__c custom object. Do I have the data from the formula currency field Obligation_Value__c uploaded into the currency field Obligation_Value_WF__c within the same Subject_Obligations__c custom object?
I just want to make sure I am doing this correctly.
