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Topics#Data ManagementDomanda di Nick Bernal
Nick Bernal (Preferred Valet Parking) ha fatto una domanda in #Data Management
8 mag 2020, 21:48

Validation Rule Adding up the Sum of two objects into Amount Field in Opportunities

I am use to creating a custom field using the formula field type and adding the equation there. In Opportunity there is a section for an amount. I want to add two custom objects to equal the sum to populate in that Amount field. I was trying to utilize Validation Rule to write the equation but it does not seem to work. Does anyone have any idea? This is my current equation, but it doesnt work 

 

( Event_Amount__c  +  

 

Security_Service_Amount__c  + 

 

 Shuttle_Service_Amount__c  +  

 

Gratuity__c )  =  

 

Amount
3 risposte
  1. Sooraj Kesavadas (Eigen X)
    8 mag 2020, 22:15
    Aaah, I understand it now. In that case, you will have to use a Process builder. Validation rules will not help. Validation rules are used with the sole purpose of making sure the data entered by the user is as expected.

     

    Navigate to Setup->Process builder->Click on New, give it a name, and select 'A record changes' for the question The process starts when.

     

    Select the object as Opportunity and check ' When a record is created or updated'. Click on Save.

     

    In the criteria section, you can select the option No criteria.

     

    Under Immediate Action, click Add action, and select 'Update  records'. Under Record Type, select 'Select the Opportunity record that started your process'. Select the field 'Amount' and select Formula as the type. 

     

    Then you can click on 'Insert Field' option and insert the required fields with '+' in between.

     

    In the end, click on save and click on Activate on the top right.

     

    Sooraj Kesavadas

     

     
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