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

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

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

You can add such a formula through Studio.

Regards

Thanks André , I'll give it a try.

;-)

Hugo

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

I were not able to reproduce such an issue.

For testing purpose I create Currency field won_rlis_c with formula:

rollupConditionalSum($revenuelineitems,"total_amount","sales_stage","Closed Won")

The new Opportunity had been saved pretty quickly without big deal and the custom field had been properly calculated according to screenshot above.

Regards

I were not able to reproduce such an issue.

For testing purpose I create Currency field won_rlis_c with formula:

rollupConditionalSum($revenuelineitems,"total_amount","sales_stage","Closed Won")

The new Opportunity had been saved pretty quickly without big deal and the custom field had been properly calculated according to screenshot above.

Regards

Hi André,

It's not your perfect advice, but it seems to be the Sugar environment I'm 'playing' in that generates these strange errors. It took IT 5 weeks to get that up and running, I guess they still need to 'fine tune' something. Have a nice weekend !