I want to create a roll-up summary field in my oppurtunities so I can add up the costs I have incurred on all the cases that have arisen that are associtated with a closed won oppurtunity.
I cannot create a roll up summary field unless cases are a child to oppurtunities.
So far i have been able to create a look up relationship between the two but that does not allow for a roll up summary field.
Cases are not supported by RUS fields.
We need to create a custom number field and make it Read Only. Then we would need to develop a trigger that would count all Cases related to the Account ID and populate the count into the number field, and add up all the case totals in to another readonly field that can be shown in Opportunities.
We need a small trigger script written to do this. Total the Case values attached to a particular account, then show the rolled up total in the opportunity/account tab.
RUS fields => Roll Up Summary Fields