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Topics#Data ManagementLEAH Gus's Question
LEAH Gus (Gus) asked in #Data Management
Jul 25, 2017, 6:55 PM

formula field that inserts total from product line item

Is there a way that we can add a field to my opportunity that puts the earliest ACV date on the opportunity line item in one field and the next ACV date from the next opportunity line item in another field and so on?

 

See pic.

 

formula field that inserts total from product line item

 

I want to put the total from the line item with ACV start date 2017 in one field on the opportunity. And then the total from the line item with ACV date in 2018 in another field. The product family will not necessarily be the same.  The product type might not be the same. So Im not sure if I can use a formula to do this. I do have the Declarative roll up summary installed. so maybe I can use that? I dont know.
6 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Jul 27, 2017, 6:33 PM
    That's gonna be pretty tough to do, you can't pass a value from an Opportunity Line Item up to the Opportunity using a Cross-Object Formula.  And you can't refernce a Relative Date Value in a Roll Up Summary Filter.  

     

    So you're probably looking at either the Process Builder or a Workflow Rule, or custom Apex Code, either way it ain't gonna be any friggin' Mardi Gras that's for sure...
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