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I have an opportunity formula text field that is either "Yes" or "No", and I want to create a roll-up account field that specifies if there is at least one oppo
I have an opportunity formula text field that is either "Yes" or "No", and I want to create a roll-up account field that specifies if there is at least one opportunity with a "Yes".
How can I do this?
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1 Reply
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Hi Suraj
Do you have access to workflows in your edition? Perhaps the WFR could update the value in a field when it matches the criteria (ex: "1"). Since the field would be an actual value and not a formula, you could then use that field in the roll up?Would this work
Let me know if this helps
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