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Roll-up RLI Product Category Values to Opportunity Multiselect

Vince Outlaw

We would like a field on our Opportunity record that reflects all of the Product Category values on related Revenue Line Items. For instance, for an Opportunity with 2 Revenue Line Items, if a "WP" Product Category was on 1 Revenue Line Item and "EC" was on the second Revenue Line Item, we would have a field on the Opportunity that reflects both "WP" and "EC" so that we can filter and report on "Opportunities with Product Category "WP", for instance. 

We like the idea of the "RollUp" SugarLogic formulas, but there isn't anything like this for these fields, so we were thinking maybe a SugarBPM process could do this for New Opportunities and whenever the RLI Product Category field was changed. 

Thanks...VO

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    I've got a few ideas about how to go about this, but can I ask, once this field is on the Opportunity, how will you use it?

    Specifically:

    • Is this to provide an obvious visual indicator when looking at an Opp record view, which product categories it contains?
    • Is this to filter Opps on a Listview/dashlet/report?
    • Will the field be used as part of any email templates?
    • Will the field be used as part of any integration point?

    And lastly... how many distinct product categories are there, and how often do they change?

  • 0 in reply to Adam Frank

    We want to be able to filter and report on Opportunities based on Product Categories chosen in RLI? "Show me the Opportunities with "WP" category RLIs".

    Is this to provide an obvious visual indicator when looking at an Opp record view, which product categories it contains? Yes, that would be one use, plus the filtering that having it on a ListView would provide. 

    Is this to filter Opps on a Listview/dashlet/report? Yes. For reporting, we could do this by getting to the Opps from the RLI, but can't on a filter.

    Will the field be used as part of any email templates? Not sure, but possible.
    Will the field be used as part of any integration point? Not sure, but less possible. ;)

    Thanks for asking the clarifying questions. I'm interested to know who they influence potential solutions (so I can learn this analysis). VO

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  • 0 in reply to Adam Frank

    We want to be able to filter and report on Opportunities based on Product Categories chosen in RLI? "Show me the Opportunities with "WP" category RLIs".

    Is this to provide an obvious visual indicator when looking at an Opp record view, which product categories it contains? Yes, that would be one use, plus the filtering that having it on a ListView would provide. 

    Is this to filter Opps on a Listview/dashlet/report? Yes. For reporting, we could do this by getting to the Opps from the RLI, but can't on a filter.

    Will the field be used as part of any email templates? Not sure, but possible.
    Will the field be used as part of any integration point? Not sure, but less possible. ;)

    Thanks for asking the clarifying questions. I'm interested to know who they influence potential solutions (so I can learn this analysis). VO

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