• Ryan Tracey
  • NEWBIE
  • 0 Points
  • Member since 2016

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 2
    Questions
  • 1
    Replies
I've seen other people ask this such as here: https://developer.salesforce.com/forums/?id=906F0000000A3TwIAK

What the above mentions however is that the child item needs to have a Master-Detail field to the parent object and mine does. I'm using Quote Line Item which has the following field: Master-Detail(Quote)

However when I choose field update I don't get the option to update my Quote object just a handful of fields on the Quote Line Item object.

Can you please advise?
Is it possible to have a report check the history for an object and report based on this?

Example:

08APR16
Order 1 Stage = In Progress
Order 2 Stage = Active
Order 3 Stage = Active

09APR16
Order 1 Stage = Active
Order 2 Stage = In Progress
Order 3 Stage = In Progress

10APR16
Order 1 Stage = Active
Order 2 Stage = Active
Order 3 Stage = In Progress

My report would show everything for the last 3 days and whatever was 'In Progess' on each day. For the above example the report if ran on the 10th would show:

08APR16
Order 1

09APR16
Order 2, 3

10APR16
Order 3

I'm a SF noob but I can't think of any way to back date this. I figured I could make an update field that grabs the days date when it was changed to 'In Progress' but this isn't back dateable however the Order Stage is being recorded in history.
I've seen other people ask this such as here: https://developer.salesforce.com/forums/?id=906F0000000A3TwIAK

What the above mentions however is that the child item needs to have a Master-Detail field to the parent object and mine does. I'm using Quote Line Item which has the following field: Master-Detail(Quote)

However when I choose field update I don't get the option to update my Quote object just a handful of fields on the Quote Line Item object.

Can you please advise?