But if you look at the data type it is labled as a text field!!!! So frustrating as this would make doing a simple Subtotal of Charges for the fields that have the same product code so EASY!!!
답변 3개
After much more reading, I now understand 'Why' this does not work.
- Opportunity is an Object
- Opportunity Product is an Object
- Product is an Object
You can only use Roll-up Summary at the '
Opportunity Product' level, this does not allow you to pull fields from the 'Product' object.
The only work-around (angry emoticon) is: (note there are much better instructions in many of the other threads)
1. Create a custom (new) field for Product Family (or Product Code)
2. Create a Workflow that looks at the Product Family in your opportunity product line item, and populates your 'CUSTOM' field, with that text,THEN
3. this new Custom field will appear in the Filter picklist above
Repeat for each Product Family or Product Code
