How to show a RLI field value into Opportunities list view?

Hello Devs! 

I have spend hours and hours searching for the answer to this question: 

How am I able to show a Revenue Line Items field value into the Opportunities list view?

Want I want to do is show the total value of an Opportunity (saved in one field of Revenue Line Items) into the list view to make it visible easier when managing the Opportunities. 

I hope that I made myself clear. 

Thanks in advance! 

  • Hello Angel,

    As an option, you might create a field for the opportunity and update it with logic hook whenever particular "total" RLI record is changed.

    However, please note that managing any Opp-related total in one of  RLIs might bring the issues sooner or later  - Opp aggregates its RLIs, and IMHO, from architecture perspective all RLIs shoud express the same business object. 

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Hi

    Well, you can create the field into module Opp and use this formula for sum all values the field present into RLIs

    Insert into definition from field into the field formula an expression that looks like this example:

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    rollupSum($revenuelineitems, "name_your_field_c")
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    I hope help you
    Nice day

  • Hi Ángel,

    I think I did exactly what your after.... just need to jog my memory on how!
    I did a volume summary and the RLI's Total, actually intended for Tile View but also show on list view too.

    Screenshot below from our Opportunity list view:

    And in the record itself:  (the top one from list view above)

    And that field (RLI's Total) in studio:  

    Formula: rollupSum($revenuelineitems,"total_rli_amount_c")      

    (Like Sanchez's solution)

    Hope that helps too :-)
    Luke.

  • Thank you for the reply Jorge! I am trying to get it going following your recommendation however it does not show any value. 

    The field that I am trying to show is a currency field, it should be simple but I do not get any value to show on the new field that I created on the Opp module. 

    Am I doing something wrong? 

  • Hello Ángel, I think the point is that each record must be saved for the formula to do the job. 

  • Thank you Jorge! Indeed it was just matter of updating the record via Recalculate the field. 

    Greetings from Guadalajara, México!

  • Thank you Luke! This works perfectly, adding the extra step I was missing and Jorge Sanchez showed me. 

    Greeting from Guadalajara, México!

  • Saludos Ángel, desde Xalapa, Ver.