I have a requirement where I have to create a calculated field involving the formula as described below. Could I get some guidance how to go about it..?
The functionality in question is to track expense requests.
Custom Object: - myExpObj__c
- Requested Expense Amount -> reqExpAmt__C
- Requester Name -> reqName__C
- Total Expenses Requested YTD -> "totalYTDExpense__C"
Now, I want to calculate the total expense for the current calendar year for a particular requester.
So, as an e.g. when a user is submitting a new expense request, I need to calculate the total expenses requested by that particular requester YTD, for that particular requester.
Something like - totalYTDExpense__C = (reqExpAmt__C year to date, for the reqName__C in question)