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BBRAboundBBRAbound 

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

 

Best Answer chosen by Admin (Salesforce Developers) 
Ritesh AswaneyRitesh Aswaney

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

Ritesh AswaneyRitesh Aswaney

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.

This was selected as the best answer
BBRAboundBBRAbound

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.