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BBRAbound
Using apex code to roll up sum a cross-object Quote Line Item formula field
Does anyone know if it is possible to perform a roll up sum of a cross object Quote Line Item formula field? Here is my situation:
1) I have a custom Product number field named Watts
2) I have a custom Quote Line Item formula field named Total kW that is calculated as follows: quantity(from Quote Line Item) X kW(from Product) / 1000
3) I have a custom Quote number field named Total Order kW
4) I want the roll up sum of Quote Line Item Total kW to populate the Total Order kW when a quote or the line items are updated.
Please help...
Ben
970-619-5419
You could do this with a rollup summary field on Quote if you change the field type on your Quote Line Item to a text field and use a workflow field update to populate it.
All Answers
You could do this with a rollup summary field on Quote if you change the field type on your Quote Line Item to a text field and use a workflow field update to populate it.
OMG.... that worked! Thank you Thank you Thank you. I just upgraded to Enterprise and never thought workflows would have been the solution here. Now I just need to create a workflow for each product but that is not problem.