We need to make a few pricebook entries as checked for a contract purpose, i need to be able to create two totals using those checkboxes i.e one total of all the checkbox pricebook entires that have been added to the quote and one without the checked items.
Is this possible?
Hi @Chris Welch
a) Create a checkbox on your Quote Line Item object.
b) Create a Fast Field Updates Flow on Quote Line that does the following
i) Use the Get Records feature to get your custom checkbox value from Price Book Entry object where the Product Id matches the Quote Line Product ID and the Price Book Entry Id matches the one on the related Opportunity.
ii) Use value you got above and set it to the new Quote Line Checkbox field.
c) Now your Quote Line has a copy of the checkbox setup and you can use native rollup summary to sum up lines with or without the checkbox ticked.
Please mark this as best answer.
