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Patrick Conner Summation Field Using Previous Value + Imported Value
We have a field "Lifetime__c", that we would like to show a summation of all hourly imported values (importing to "Imported__c"). A simple formula field seems circular (Lifetime__c + Imported__c = Lifetime__c). What is the best way to go about this? Is there a way to create a field that does not overwrite, but adds on? A better formula field? Triggers? Roll-Up Summary Fields??
The goal is to have Lifetime__c updated hourly with a numerical value being imported (and overwritten) hourly to Imported__c like thus:
Hour 0: Imported__c - 5 Lifetime__c - 5
Hour 1: Imported__c - 3 Lifetime__c - 8
Hour 2: Imported__c - 7 Lifetime__c - 15
etc...
Any insight would be greatly appreciated. Thanks!!!
The goal is to have Lifetime__c updated hourly with a numerical value being imported (and overwritten) hourly to Imported__c like thus:
Hour 0: Imported__c - 5 Lifetime__c - 5
Hour 1: Imported__c - 3 Lifetime__c - 8
Hour 2: Imported__c - 7 Lifetime__c - 15
etc...
Any insight would be greatly appreciated. Thanks!!!
this can be achieved with three fields and a workflow rule:
1) Imported__c , field type: number
2) Total_Lifetime__c, field type number
3) Lifetime__c, formula field, return type:number,
formula: Total_Lifetime__c
workflow rule:
Evaluation Criteria: created, and every time it’s edited
Rule Criteria: ISCHANGED(Imported__c )
add immediate workflow action, Field update
Field to Update: Total_Lifetime__c
Specify New field value: PRIORVALUE( Lifetime__c ) + Imported__c
activate the workflow rule, and remove Lifetime__c from page layout
then the value in Imported_c will be added to prevoius value in Total_Lifetime__c