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Here is the story I have bunch of products that they can be added to "Add Quote Item" I want to be able to get all the products that are taxable first (Use a boolean and then the agent will check mark each products and saves it.) then be able to say if there is a check mark on the product add them all up and then multiply it with taxes ... I may not have much of idea Can we have this formula field IF(CONTAINS(Tax__C = True) Then (UnitPrice * Quantity ) * Tax)

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  • I have a field in QuoteLineItems that is a look up to product Product_Lookup__c and the boolean field in product calls FSLS_Tax__c – Metawaa Feb 27 '15 at 0:56
  • I am assuming you want this field to be on the opportunity? If so, have you tried to create a roll-up summary field then use that field in the calculated formula field? – Eric Feb 27 '15 at 1:01
  • roll up summer doesnt show Product table so I can pick my boolean field from it – Metawaa Feb 27 '15 at 1:13
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    You can use a workflow rule to set the value of a text field on the OpportunityProduct to the value of the desired product2 field. Then use that in the roll up summary – Eric Feb 27 '15 at 1:29
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    @Eric is correct -- The reason why fsls_tax__c doesn't appear as part of the rsf criteria is that the doc states that no cross-object field may be referenced. You need to use either trigger or wf/process builder to copy the fsls_tax__c field onto the QuoteLineItems – cropredy Feb 27 '15 at 1:48
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Posting comments as answer per request.

I am assuming you want this field to be on the opportunity? If so, have you tried to create a roll-up summary field then use that field in the calculated formula field?

You can use a workflow rule to set the value of a text field on the OpportunityProduct to the value of the desired product2 field. Then use that in the roll up summary

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  • Do you know how I can take out a price of one time fee out of quote line Item total? Specific product? so for example if I have 300 in total but this total price contains a product that has activation fee but I want to exclude that from 300 . its a unique product – Metawaa Mar 2 '15 at 18:19

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