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Sree007 How to calculcate sum of child amounts
I have case header having a field called total billed amount. I have other cases as line items having a field called billed amount. Now, I want to auto-calculate the header total billed amount as sum of line items billed amount. Is it possible?
Also how do I differentiate between header and line items for the case? I am thinking of having record types or having a picklist to choose between header and line items. Please advise.
Hi,
I don't fully understand what you are trying to achieve but hopefully this may help. To sum multiple child objects to a parent you will need a roll-up summary field on the master object, and you will need a master-detail relationship in place.
If this isn't the case it is possible to do using Apex triggers.
I may have misunderstood but I don't believe you can do what you're after using a Formula field.
forcedotcom
All Answers
Hi,
I don't fully understand what you are trying to achieve but hopefully this may help. To sum multiple child objects to a parent you will need a roll-up summary field on the master object, and you will need a master-detail relationship in place.
If this isn't the case it is possible to do using Apex triggers.
I may have misunderstood but I don't believe you can do what you're after using a Formula field.
forcedotcom
Hi,
Thanks and it did answer my question. I guess I have to forego this feature in my installation, as with master-detail relationships, I cannot have different owner for child records, but my installation require different owners. So I was looking for a formula field, which is not possible with current SFDC release.
Thank you very much
Sree