I've searched around, but I can't find a solution to this:

In an effort to bypass the fact the Opportunity Products cannot be referenced in a formula, I'm attempting to use a Roll-Up Summary field, but its not working as I had hoped. My steps are:

1) In "Products", there is a Customer Checkbox labeled "Beta"

2) In "Opportunity Products", there is a Custom Number (0 decimal places)  Formula field named "Betalook". The formula states:

IF(PricebookEntry.Product2.Beta__c,1,0)

 So, any "Opportunity Product" entry whose Price Book item has the "Beta" box checked will show a 1 in this field, and a 0 otherwise.

In "Opportunities", I want to create a Custom Roll-Up Summary field ("Betacount") that will count the number of Opportunity Product entries that have a 1 in the "Betalook" field.

1) I start a new Custom Field in Opportunity, choosing "Roll-Up Summary" as the type

2) I name it "Betacount"

3) I choose "Opportunity Product" as the Summarized Object and "COUNT" as the Roll-Up Type.

4) I choose the "Only records meeting certain criteria..." radio button.

The problem is that in my choices for "Field" in the criteria, the "Betalook" field is not available. It is also not an available field in the "Field to aggregate" picklist if I choose SUM, MIN, or MAX. The Roll-Up Summary help files states: "Roll-up summary fields can calculate the values of formula fields if they do not contain functions that automatically derive values on the fly, such as NOW or TODAY." So, why can't I filter on the field? Any help would be greatly appreciated.

I've searched around, but I can't find a solution to this:

In an effort to bypass the fact the Opportunity Products cannot be referenced in a formula, I'm attempting to use a Roll-Up Summary field, but its not working as I had hoped. My steps are:

1) In "Products", there is a Customer Checkbox labeled "Beta"

2) In "Opportunity Products", there is a Custom Number (0 decimal places)  Formula field named "Betalook". The formula states:

IF(PricebookEntry.Product2.Beta__c,1,0)

 So, any "Opportunity Product" entry whose Price Book item has the "Beta" box checked will show a 1 in this field, and a 0 otherwise.

In "Opportunities", I want to create a Custom Roll-Up Summary field ("Betacount") that will count the number of Opportunity Product entries that have a 1 in the "Betalook" field.

1) I start a new Custom Field in Opportunity, choosing "Roll-Up Summary" as the type

2) I name it "Betacount"

3) I choose "Opportunity Product" as the Summarized Object and "COUNT" as the Roll-Up Type.

4) I choose the "Only records meeting certain criteria..." radio button.

The problem is that in my choices for "Field" in the criteria, the "Betalook" field is not available. It is also not an available field in the "Field to aggregate" picklist if I choose SUM, MIN, or MAX. The Roll-Up Summary help files states: "Roll-up summary fields can calculate the values of formula fields if they do not contain functions that automatically derive values on the fly, such as NOW or TODAY." So, why can't I filter on the field? Any help would be greatly appreciated.