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thusker Formula to list the Product names included in an opportunity as text in a field???
Is there any way to have a formula field that would do a simple list of the product names included on an opportunity? Example: an opportunity has Widget A, Widget B and Widget C listed in opportunity products. Would there be a way to populate a field through a formula or workflow rule just to show those product names?
The reason is that I am getting tons of questions for reports based on opportunties that do or do not have individual products or combinations of products. SFDC as far as I can tell does not really do this (like trying to get a report that will exlude ALL opportunities that contain Widget C . . . if you exclude Widget C in a filter you still get opportunities that may have Widget A, Widget B and Widget C--but it just won't show the Widjet C rows).
If there is a way to "summarize" product names in a text field then I could see a way to do this. Is there any hope? Or another way to try and do this?
I had a similar need a while back and, with lots of help, I got close. Here's the thread about it: http://community.salesforce.com/sforce/board/message?board.id=apex&thread.id=6279
My trigger would check box called Has Hardware if a product was in the hardware family. You could build on this to create a text field that listed all the products separated by commas. If you ever do get that working, could you please post the code here? Good luck!