Forums - Thread Details
  • State Verified Answer
  • Replies 8 replies
  • Subscribers 319 subscribers
  • Views 1158 views
  • Users 0 members are here
Forum Actions
Related

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

Ángel Ruiz

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! 

Parents
  • +1

    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.

Reply
  • +1

    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.

Children