Hi all,
May I ask you your advice on having a field of a parent record filled with an aggregation of children record parameters? (e.g. SUM of won opportunities amount shown in Account)
Is there a way to do this avoiding code? It seems workflows cannot achieve this kind of use cases.
Thanks!
It would be possible with LogicHooks code.
Without that you can try Workflow Calculate field option.
Thanks @cherub-chum for your prompt answer.
About the Workflows I’d be happy to use them but I’m missing to find what you are showing…
If I select Accounts as the workflow module it doesn’t show opportunities in Relation Parameters as in your screenshot. Maybe cause Opportunities are many-to-1 for accounts.
What am I missing?
Thanks so much
Hi giansuitcrm did you ever work this one out. I’m trying to do the same CE Version 7.13.3
