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Dave_Keller Problem with rollup field cross objects (Account/Opportunity)
Needing to show some sums of custom field values from opportunities on Account pages, I have used the standard methods with often worked fine. However, some of my custom fields are available, and some are not, and I can't see what is different about them.
Specifically I have a set of calculated fields that show the InForce policy value on quarter end dates. They work fine in opportunities. When I go to Account fields to roll them up, they aren't visible. When I try to roll up similar fields with year totals that have similar calculations, they are there. What is the secret?
Sorry...I solved my own problem; the fields I couldn't see had relative dates. When I removed those they became visible. Problem closed.