RE: Accrue Transaction line field to Transaction Body field

Labor Accum.jpgDetailed description and step by step

I have modified the Estimate/ Opportunity page to allow for the entry of estimated hours/ costs for each phase of a job by skill code.  Each line/ phase presents the line amount (transaction line field).  This, amount, in turn needs to add to a total labor cost (Transaction Body field) located in the Job Summary section at the top of the page.


I would like some options on the most efficient way to do this.  Clearly adding a formula is not the answer.


corymaddox1963 Rookie Asked on October 30, 2019 in Best Practices.
Add Comment
1 Answers

A search field, rather than a formula, should be able to handle it, I think. However, this field will be read-only on the UI – can’t use it in reports or anything else.

If you need the field to be useable, a small script will do it.

Advanced Answered on October 31, 2019.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.