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ElJefe Unable to roll up sum formula field from child object on master
Master: Project
Child: Time Sheet Line Item
Time Sheet Line Item formula field Total Line Amount (Total_Line_Hours__c * Project_Task_Billing_Rate__c)
I am trying to create a Roll Up Summary field on Project to SUM Total Line Amount field on Time Sheet Line Item, but Total Line Amount is not available in the drop-down (other formula field Total Line Hours is available). What am I doing wrong here?
Roll-up summary fields can calculate the values of formula fields if they do not contain cross-object field references or functions that automatically derive values on the fly, such as NOW or TODAY.
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Hi,
I've got the same problem.
I have a child object of 'account' called 'passenger' that has a date of birth and I calcuate their age by using TODAY.
I want to sum all these values together so I can define the average age of a passenger plus also pull the min and max ages to be shown on the account details page.
Is their a soloution to this?
Julie.
Hi Julie, do the objects have a Master-Detail relationship, or just Parent Child? RS Fields require a M-D, also you can't use Formula Fields in an RS Filter
Hi Steve,
Great quote!
Yes it has an M-D relationship but is a formula field...
Is there a work around or do I need a new band?
J.
Hi Juile, I may have a work-around for you. Which edition of SFDC are you using?
are you all set or do you still need help with this?
This is my exact problem as well, I am trying to create a Sum of the line totals of the Opportunity Products. The Line Total for each product is a calculated field (Quantity * Term_manual_entry__c * Standard_Price__c). How do I create a SUM?
(Professional Edition) - Thanks.
Unfortunately in PE your options are kinda limited unless you pay extra to have WFR enabled. Your best bet would probably be to create a Formula field on the Opportunity Product Object and then create a Summary Report and add a custom report link to the Opportunity Detail page.
You might also want to try creating a Formula(Currency) field on the Opportunity Product object that uses your formula. Then create a Roll-Up Summary (RUS) field on the Opportunity Object that referencences the Opportunity Product object and returns the SUM of your custom Formula field.