Add custom field to sum RLI's revenues based on a specific RLI field.

Hugo Geyskens over 4 years ago

Is there a way to add a custom field on the Opportunity record purple area,

a field that sums selectively the values (green area) of Revenue Line items for that opportunity ?

So sum only values for specific RLI's based on a filter field (brown area) of that RLI ?

For instance , total all values for Licenses Own IP in this opportunity ?

Parents

0 André Lopes over 4 years ago

It is pretty easy to accomplish:

Create a sugarLogic formula for the field in the Opportunity this way:

rollupConditionalSum($revenuelineitems, "total_amount", "revenue_stream_c", "Licenses Own IP")

Regards

André Lopes
Lampada Global

Skype: andre.lampada
0 Hugo Geyskens over 4 years ago in reply to André Lopes

Thanks André for the swift reply.

Unfortunetaly I have no idea about SugarLogic : is it something for developers ? I tried to find something about SugarLogic in the Sugar University (searching for "Introduction to SugarLogic" and the like) but ended up with listing dozens and dozens of courses, none giving me a clue which to pick...

Can you point me to a starting point to learn about SugarLogic ?

Thanks

Hugo
0 André Lopes over 4 years ago in reply to Hugo Geyskens

You can add such a formula through Studio.

Regards

André Lopes
Lampada Global

Skype: andre.lampada
0 Hugo Geyskens over 4 years ago in reply to André Lopes

Thanks André , I'll give it a try.

;-)

Hugo
0 Hugo Geyskens over 4 years ago in reply to Hugo Geyskens

Please note it's my first time I work with SugarLogic/calculated fields.
This is what I did :

I added a field in the Opportunities module.

Marked it as float.

Entered the formula you sent me , saved the formula, then the field.

After a while (2 minutes) Sugar opens a window with about 20 lines of error messages,

yet another minute later Sugar itself crashes back to the log on screen.

(We use the on site Enterprise)

Logging in again works, but the opportunity module doesn't open (endless loading...) till I remove the formula again...

Any idea what I missed ? (formula is correct, that's for sure).

bye now

Hugo

Reply

0 Hugo Geyskens over 4 years ago in reply to Hugo Geyskens

Please note it's my first time I work with SugarLogic/calculated fields.
This is what I did :

I added a field in the Opportunities module.

Marked it as float.

Entered the formula you sent me , saved the formula, then the field.

After a while (2 minutes) Sugar opens a window with about 20 lines of error messages,

yet another minute later Sugar itself crashes back to the log on screen.

(We use the on site Enterprise)

Logging in again works, but the opportunity module doesn't open (endless loading...) till I remove the formula again...

Any idea what I missed ? (formula is correct, that's for sure).

bye now

Hugo

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