Hi there,
I have an issue where I want to build a conditional rollup field on the Opportunity with the filter field is a Lookup on the Opportunity Product. I understand you can't use a Lookup field as a filter on the rollup field formula, but i wanted to know if there were any workarounds?
I thought creating a field on OpportunityProduct and using a workflow to push the data from the Lookup field to a Text field (which would be used as the filter in the rollup formula) might work, but the workflow builder doesnt allow me to push data from two fields on the OpportunityProduct entity?
Also, I keep reading that a rollup formula can filter on the source entity just like it can on the target entity - I cannot seem to get it to access the source entity (Opportunity) field as filter fields, only the OpportunityProduct. Is this true?
Any thoughts greatly appreciated.
Thanks,
Andrew