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Abhishek Thakur 17
Closed won opp
I want to calculate Roll up summary for Closed Won Opportunities for the current year. How do achieve this?
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Do you want it on the Account field?
Thanks,
It's Not feasible by RollUp Summary field, So you need to go with Workflow, Flow o rTrigger.
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh
This is not as easy as it sounds like.
1. You will have to set the conditions for the Opportunity with Stage as 'Closed Won' and run the flow 'only when a record is updated to meet the condition requirements'.
2. Choose 'Action and related records'.
3. Assign the values for the fields on the Order object. You might need to map it from the Oppty object itself. Use the assignment element here.
4. Then use the Create record element to create the Order record.
5. After that, use a decision element to check if the oppty has line items.
6. If so, then get the oppty line items using a 'get records' element and store it in a collection variable
7. Using loop element, loop through the collection variable and assign the values to another OrderItem type variable.
8. Within the loop, keep assigning this OrderItem type variable to another OrderItem type collection variable.
9. At the end, after the last item, use the create record element to create the orderitem records using the OrderItem type collection variable created in previous step.
Thanks,
Sai shanmukh.
I have written the trigger for the same. Let me know if this works. If you still need flow I can develop and let you know it.
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,
let's say I have an account called TEST and it has 6 closed won opportunities in 2022. I want the sum of those closed won opportunities.
Now as the year changes and 2023 year has 3 opportunities, I want the sum of that three opportunities. How can we achieve this using a formula field? The output needs to be refreshed every year according to its closed won opportunities.