Calculate opp amount by the sum of RL amounts

Hello Riccardo Arienti

Please refer to these articles: Sugar Logic Walkthrough - Related Module Formulas and Sugar Logic Walkthrough - Discount by Opportunity Sum. I hope it will help you. 

Could you tell me more about your use-case? It'll help to give better recommendations.

Merry Christmas and Happy Holidays!

Mykola

Thank you so much

I am actually trying to assign a formula in the field in the opportunity level (.e.g opportunity amount) which sum up the calculation of all the calculated amount of every single RLI, wherewith calculated amount I refer to the multiplication of quantity per price per every single line of the RLI.

If you have more hints those are welcome and in the meantime, I go reading your suggested articles

Thank you again and happy new year

Riccardo

Dear Riccardo Arienti

Thank you :)

Try the following in the Studio

1. Clone the Opportunity field [Amount] (its label is "Likely") and name, e.g., "total amount" or as you need.
2. Press edit the formula of this new field and change "likely_case" to "total_amount" in the formula text
3. Save changes
4. Place this new field in the record view

Don't' forget to save and deploy your changes.

The RLI's field [total_amount] (label "Calculated Amount") is calculation [Q-ty] * [Price].

I hope you'll get what you are looking for.


Regards,
Mykola

Many thanks

Sincerely

Riccardo

Many thanks

Sincerely

Riccardo