Roll-up RLI Product Category Values to Opportunity Multiselect

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

Parents

0 André Lopes over 5 years ago

What is the purpose on configuring in the Opportunity a custom multiselect whose options are the unique categories related to RLIs? Can you eplain, please?

Through Reports you should be able to fetch all Categories related to RLIs related to a set of Opportunities, so what is the point?

Regards

André Lopes
Lampada Global

Skype: andre.lampada
0 Vince Outlaw over 5 years ago in reply to André Lopes

What is the purpose on configuring in the Opportunity a custom multiselect whose options are the unique categories related to RLIs? Can you eplain [SIC], please? We want to be able to filter Opportunities based on what Product Categories they have in them.

Through Reports you should be able to fetch all Categories related to RLIs related to a set of Opportunities, so what is the point? Having them available in List View filters is the point, I believe.

Thanks for asking and helping! VO

Reply

0 Vince Outlaw over 5 years ago in reply to André Lopes

What is the purpose on configuring in the Opportunity a custom multiselect whose options are the unique categories related to RLIs? Can you eplain [SIC], please? We want to be able to filter Opportunities based on what Product Categories they have in them.

Through Reports you should be able to fetch all Categories related to RLIs related to a set of Opportunities, so what is the point? Having them available in List View filters is the point, I believe.

Thanks for asking and helping! VO

Children

0 André Lopes over 5 years ago in reply to Vince Outlaw
Thank you for your answers, so the strategy solving that puzzle:

Create a dropdown list containing all the available Product Categories. Mind that you will need to update such dropdown list whenever changes are made on Categories module (update, create, delete). We have implemented some logic hooks which update a dropdown list as per changes on a specific module. This may be a good start point for you for maintanance.

Create a logic hook before_save on Opportunities which looks for all RLIs related to an Opportunity being created. Fetch the Category for each RLI and populate a custom multi select field accordingly (the one for which you created the Categories dropdown list).

Good luck!
André Lopes
Lampada Global

Skype: andre.lampada
0 Enrico Simonetti over 5 years ago in reply to Vince Outlaw
Another option that we have available for "advanced Sugar automation" could be the use of Sugar Integrate.

It is still a tool geared towards developers, but some advantages that come to mind would be:

it acts asynchronously, without slowing down the user experience of the person interacting with the system

it uses the api instead of direct code, and therefore it would follow the API contract which should not change with upgrades

it can be changed from outside the system, instead of through direct php code installed in the system
--

Enrico Simonetti

Sugar veteran (from 2007)

www.naonis.tech

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