I'm trying to figure out if I can use a custom field to roll up into an order. Here is what I'm working with and I just want to know if it's possible/what details I might be missing:
- Grams - Custom field is formula (number) on Order Product object calculated from a custom product field in milligrams.
- I am assuming that the Order Product object is a child to the Master object Order (please correct if this assumption is wrong)
- Trying to calculate total Grams for one order (for reporting purposes, I know I can summarize grams in a column, but it shows me grams separated in a different line for each product then sums total and I just want to save some eye space on a report to show the order grams total)
- Problem - when I try to create a roll-up summary field on the order object I only get 3 options that are all standard fields. I thought that if it was both a master rolling a detail up and a calculated number, that I should be able to do this.
So with Products, Orders, and Order Products, am I only allowed to roll-up what I'm given just because or am I totally missing something. Thank you!
-Ariel
15 respostas
Okay it's possible that your Formula is spanning too many objects, Order Product>PriceBook>>PriceBookEntry>>>Product
Would it be feasible for you to replace the Formula(Number) field with just a Number field, then use the Process Builder or a Workflow to update the Number Field by using the Formula that you currently have? The might allow you to get your Roll-Up Summary field working
