Can a custom formula reference a field from another tab or a related list?
Jun 10, 2005No. In Summer ‘05, custom formulas can only reference standard and custom fields (including other formulas!) within the same object. They cannot reference fields in their “parent” object, “child” objects (i.e., related lists), or other related objects. This means, for example, that a custom formula on Opportunity cannot reference fields on Account (parent) or Opportunity Product (child).
We plan to allow formulas to reference fields in other tabs and related lists in the future. If you want to add your voice to make this enhancement a priority, please file a feature request case for the following feature:
- Foreign field references in formulas – ability to reference fields in parent or other related objects
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So how do I get around this issue?
Posted by: Parama | August 07, 2005 at 02:44 PM
One way around this is to create a report that includes both of the fields you are interested in (for example, opportunities with activity history). You can then add a calculated report column that uses a formula to calculate a value based on a field from each object.
Posted by: Mike Parker | August 08, 2005 at 12:41 PM
Being able to summarize (sum, count, average, etc.) and perform other functions / calculations on data from related object fields in a custom object header record is definitely of interest.
Posted by: Chris Byrne | February 27, 2006 at 05:30 AM
So when will this finally be implemented?
Posted by: Rich | July 29, 2006 at 11:32 AM
Any word on the inclusion of this ability....
There's not a week goes by I don't have to create another workaround for the lack of this functionalty....
Posted by: Steve Amyot | October 05, 2006 at 12:25 PM
This functionality is something that would give me the capability to track commissions using a custom object and then calculate per person on that custom object using amount and other fields from the opportunity.
When will we see this? Thanks
Posted by: JJ Astorquia | December 12, 2006 at 03:57 PM
This would be a great idea to post to the Idea Exchange located at ideas.salesforce.com. Once it is there, you can promote it and based on its popularity, will be considered for inclusion in a future release!
Posted by: Rafael Contreras | December 20, 2006 at 09:45 AM