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Ramk123 Extract list opportunities which have both Program type is Active from Rec 1 and Benefits is Active from Rec 1
Dear Experts.
I have a requirement to extract report list of Opportunities with Orders from multiple record types and it has lookup relation between Opportunity and Order objects.
Need to extract list opportunities which has both Program type is Active from Rec 1 and Benefits is Active from Rec 1.
Example:
Object Opportunity
Object Order has Record type 1(Rec 1) and order Record Type 2(Rec 2).
Order Record type 1 has Program type picklist field.
Order Record type 2 has Benefits picklist field.
Record 1
Opportunity 1
Order A and Program type = Active
Order B and Benefits = Active
Record 2
Opportunity 2
Order C and Program type = Active
Order D and Benefits = Inactive
Record 3
Opportunity 3
Order C and Program type = Inactive
Order D and Benefits = Active
Record 4
Opportunity 4
Order E and Program type = Inactive
Order F and Benefits = Inactive
The report should extract only Record 1 and exclude Record 2,3, and 4.
Kindly help me to achieve the scenario.
Thank you very much!
I have a requirement to extract report list of Opportunities with Orders from multiple record types and it has lookup relation between Opportunity and Order objects.
Need to extract list opportunities which has both Program type is Active from Rec 1 and Benefits is Active from Rec 1.
Example:
Object Opportunity
Object Order has Record type 1(Rec 1) and order Record Type 2(Rec 2).
Order Record type 1 has Program type picklist field.
Order Record type 2 has Benefits picklist field.
Record 1
Opportunity 1
Order A and Program type = Active
Order B and Benefits = Active
Record 2
Opportunity 2
Order C and Program type = Active
Order D and Benefits = Inactive
Record 3
Opportunity 3
Order C and Program type = Inactive
Order D and Benefits = Active
Record 4
Opportunity 4
Order E and Program type = Inactive
Order F and Benefits = Inactive
The report should extract only Record 1 and exclude Record 2,3, and 4.
Kindly help me to achieve the scenario.
Thank you very much!
I have resolved the scenario with the Rollup Helper product.
All Answers
I have resolved the scenario with the Rollup Helper product.