We currently use custom fields within our opportunity to raise invoices.
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We have now changed providers and use opportunity products to raise invoices.
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Also the product line item "refundable deposit" I need it to transfer a value to a custom field. As shown below.
Thank you,
Hayley
7 件の回答
Hi Hayley,
+Jeff
If you want to use the Product Name then you will have to do the below
Create a Custom Text field on Opportunity Product Object and label it as Product Name
Create a Workflow Rule on the Opportunity Product Object
Evaluation Criteria: Created and everytime its edited (2nd Option)Rule Criteria: formula evaluates to True and formula is
TRUE
i.e. just type TRUE in the formula dialog box
Save and Next
Immediate Action: Field Update
Field to Update: Product Nameuse formula to set the new value and the formula is
Product2.Name
Save,Done and Activate the Workflow rule
PS: Workflows do not work retroactively on existing records and you will need to touch all of the opp products using dataloader for the workflow to be trigerred and the custom Product Name field to get updated.
Then the follow the steps as suggested by Jeff on creating Rollup Summary fields and filter that field by the Product Name
