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Hello,

 

I know that Roll up summary field cannot create filter based on formula field, it doesn't appear on the list.

 

I want to filter the roll up summary based on a product.

 

The field type is COUNT, The filter needs to filter by name or even the product id.

 

What is the best way to achieve it?

 

Thanks!

 

#Rollup Summary Field #Roll-up Summary Fields

3 respuestas
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    16 ago 2021, 11:30

    Nadav - not sure if I understood your question but maybe this article could help: https://focusonforce.com/configuration/salesforce-roll-up-summary-using-the-value-of-a-formula-field/

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