"Roll-Down" fields?

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Posted on by J Matlon

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We have some tricky parent/child relationships defined for our Accounts. Some of our hierarchies can be 4-levels deep. We can use a "Rollup" field to show the total revenue for an Account hierarchy, which is extremely useful.

I'm trying to figure out how to get a "Customer?" flag on an Account without code. An Account would be considered a customer, if any Account in its hierarchy brings in revenue.

With only 2-levels (Account & Parent Account), I can use a combination of Rollup and Calculated fields to set this "Customer?" flag. But when using more than 2-levels, I don't see a codeless solution to setting this flag. I'd almost want a way for a "Customer" attribute to "Roll-Down" to all its children accounts, grandchildren accounts, etc.

Is such a thing possible?

-Joe

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ashlega 34,477 on at

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Hi Joe,

you might try creating a whole number hierarchy rollup (over all the accounts that have revenue), just use "count" aggregate function.

Then use a business rule (entity-scope) to set "customer" field depending on whether that count is 0 or more than 0 (or if the account itself has some revenue)

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