1

I am creating a series of Roll-up Summaries on the standard WorkOrder Object, summarizing the standard TotalPrice field on the WorkOrderLineItem Object. However, this field does not appear on the list of available fields to aggregate.

Some notes:

  • TotalPrice is not a Formula field, but a Currency field.
  • There is a standard Roll-up Summary field on WorkOrder that summarizes the TotalPrice field
  • To answer questions about why I don't use the above-mentioned field, we are looking to aggregate specific subsets of WorkOrderLineItems in separate fields
  • We are not at our Limit of total number of Roll-up Summary fields on Work Order

I cannot find any reason why this field would not be available. It is the same concept and data model as Opportunities vs Opportunity Products and the TotalPrice field is available to aggregate there. I cannot find documentation regarding any limits on Rull-up Summaries looking at a specific field, however, there is currently just the 1 Standard field aggregating it today and I know you can have more than that.

Improve this question
6
  • 1
    Maybe something to do with permissions? I just checked in my org and I can create a Roll-up summary field on the (Standard) Work Order on a custom currency field on the work order line item without any issues
    – utm
    Commented Jul 30, 2020 at 15:18
  • @utm No, I have full system admin permissions and read/write to all fields in question here.
    – DC-Fencer
    Commented Jul 30, 2020 at 17:57
  • related: salesforce.stackexchange.com/questions/32893/…; Use DLRS as a workaround
    – cropredy
    Commented Jul 30, 2020 at 21:15
  • @DC-Fencer does it work on other objects for you or do you have the same issues?
    – utm
    Commented Aug 1, 2020 at 10:03
  • @utm It works fine with other Objects. The Opportunity-> Opportunity Product is the same Data Model with the same fields (Unit Price, Quantity, Subtotal and Total Price) and Roll-up fields work just fine in that context.
    – DC-Fencer
    Commented Aug 6, 2020 at 14:34

0

Reset to default

You must log in to answer this question.

Browse other questions tagged .