• Default RLI field based on parent Opportunity

    Hi all, I have a field call Branch that exists in both the Opportunity and Revenue Line Item modules. When an RLI record is created, I want the Branch field in that record to be set to the same value as in the parent Opportunity record, unless the user…
  • 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"…
  • Setting New Opportunity Revenue Line Item Assigned To and Teams

    When creating a new Opportunity (Opp), the Revenue Line Item (RLI) is also created at the same time. Currently, the RLI Assigned To and Teams are set to the values of the person creating the records, but we would like the RLI Assigned To and Teams to…
  • Opportunity sales status not getting Revenue sales stage value

    Hello. I have a Revenue Line Item that gets a Opportunity to relate. And I have a record.js in the Opportunity that on clicking the Edit button, it changes the Opportunity 'sales_status' value with the Revenue Line Item 'sales_stage' value. The javascript…