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Topics#Data ManagementMichael Dely's Question
Michael Dely asked in #Data Management
Sep 24, 2019, 9:54 PM

Need Running Total on Custom Object using User

I have a custom object that will be submitted by iternal User/Employee.  I would like to be able to have a custom field whether it be a formula or built via Process Builder that will pull in the running total that is available for that user.  Case in point would be the following: 

 

We have a $5,000 limit

  • First time the submit a record for $1000
  • Second time the amount is $1250

Following this logic when the employee goes to put in a third entry, they would see $2750 still available.  This would deduct the limit from what they have entered thus far.  Can someone please help me out with this?   

 

Here is what I have thus far. 

 

Custom Object Field titled, "Remaining Benefit Amount."  This field is set as a formula field with the formula below.   

  • $User.Remaining_Conference_Amount__c - Conference_Cost__c
  • Custom User Field titled, "Remaining Conference Amount," which is a currency field

Then I have a Process Builder workflow where I have the custom object with start process of "only when a record is created. Criteria is "Formula evaluates to true" and used the formula of ISNEW().  Immediate action is update records, but I am having a hard time figuring out what my formula should be.  Can someone please assist?  

 

Thanks, 

 

Mike
2 answers
  1. Ines Garcia (get: Agile)
    Sep 25, 2019, 6:35 AM
    Hi Michael,

     

    There are few ways to achieve this, what Im actially thinking is too much processing. You can use reports for something like this, and even trigger notifications on certain criteria https://salesforceweek.ly/2018/03/a-hidden-gem-to-trigger-alerts.html

     

    I'd certainly look at something like that instead of 1 using data storage and 2 strain the system with DMLs and processing when may be another way. As well to the complications on deletion reflection etc
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