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

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  • Hi there

    as mentioned, there is an example repo on his GitHub that allows you to create custom SugarBPM Activity Elements that allow you to overcome many of the limitations that you might encounter using SugarBPM out-of-the-box. It is based on a talk presented at SugarCon a few years ago and provides some background into what is going on in Enrico's repo.

    The link to the content in SuagrClub is Extending SugarBPM

    I have personally leveraged it for a POC to automate certain lifecycle events with the Customer Journey PlugIn. The repo is a good starting point to get the creative juices flowing and by all means be an option to implement the functionality you're after. The only issue is that it is not SugarCloud friendly because of some restricted functions that are used. I did do some work to refactor the example and make it SugarCloud friendly, but it's unfinished. I might dust it off if there is interest.

    Thanks

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