I have some checkbox fields in the Opportunities module, and a one-to-many relationship (many Contracts per Opportunity).
Contracts have a dropdown contract_category_c with the following simple values;
Phase1
Phase2
Phase3
Phase Final
I have a checkbox for each of these, with the intention of being able to report when any of these is True.
I've started with the following formula;
equal(related($contracts,"contract_category_c"),"Phase1")
that works, however one issue is since it's a one-to-many relationship (many Contracts per Opportunity), this formula only checks the first related Contract it finds. If that one doesn't match "Phase1", the checkbox will stay false—even if another does match, as it doesn't iterate through all of the related Contracts.
Somebody else suggested this formula
greaterThan(rollupConditionalSum($contracts,"contract_category_c","Phase1", 1), 0)
no errors, but none of the checkboxes are being ticked.
Any ideas to get this to work would be very appreciated.
