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robert.bruski1.3887740572350007E12 update field
Hello,
I'd like to roll up summary a field that is currently a formula. However, i'm under the understanding that this isn't possible natively through salesforce at the moment.
So i figured i'd just copy the field that is a formula into a new field where it isn't a formula and roll that up. I think this will work... however it's the copying/field update that i'm having an issue with.
It seems as though field updates can only be done with workflows that are triggered when a record is created or edited. i'm not looking for it to be live. it at least have it updated whenever a different field (in the same object or not) doesn't equal 0.
How can i do this? Apex?
Robert
I'd like to roll up summary a field that is currently a formula. However, i'm under the understanding that this isn't possible natively through salesforce at the moment.
So i figured i'd just copy the field that is a formula into a new field where it isn't a formula and roll that up. I think this will work... however it's the copying/field update that i'm having an issue with.
It seems as though field updates can only be done with workflows that are triggered when a record is created or edited. i'm not looking for it to be live. it at least have it updated whenever a different field (in the same object or not) doesn't equal 0.
How can i do this? Apex?
Robert
For testing purposes, I tried on the Account and Opportunity objects. Here is what I have.
Opportunity -> Fiscal day for Close Date --- This is a formula field that is of type number.
Account -> Fiscal Days total for all opps ---- This is a roll-up summary field on Account that is rolling up the Opportunity's formula field.
See the screen shots below:
Hiope this helps,
Thanks,
Venkat
Are they standard object?
Can you post the names of the objects?
You are correct that workflows won't fire unless the record is updated/created. However, there is a clever workaround suggested here: https://success.salesforce.com/ideaview?id=08730000000BrIGAA0 for your use case.
The Apex solution would be to use a Apex Scheduled Job that forces a clone of your child's formula field to a number field and hence the RSF would work for you. You could have the job run once a day or hourly or any other schedule supported by the System.Schedule CronExpression
Yes i'm positive i have a master-detail relationship.
They are both customs objects.
The master object that will have the rollup summary field is called Portfolio__c
and the child object that contains the field that will be rolled up is called: Holding__c and the field that will be rolled up is called: Market_Value__c and it is made up of a formula that is: Units__c * Investment__r.Price__c
Robert
i've read the link you sent and that is quite interesting. which way would you recommend?
note that i will be embedding this into an app that will be on the app exchange so it should be something that is compliant with that.
i was originally trying to create the cloning method... however i'm not sure how to create the apex scheduled job and was hoping someone could lend a hand.
Robert