Activity Forums Salesforce® Discussions Roll up summary to count attachments on Salesforce Opportunity

  • Roll up summary to count attachments on Salesforce Opportunity

  • Kumar

    Member
    December 19, 2016 at 1:57 pm

    Hi everyone,

    Is it possible to create a roll-up summary field on an Opportunity record that counts the attachments on the record?

    What I need is to see all the Opportunity records that have or haven't got an attachment at the 'closed' stage.

    Thanks

  • PRANAV

    Member
    December 20, 2016 at 1:13 pm

    Hi Kumar,

    I don't think without writing apex trigger it is not possible. You can't create workflow or validation rules on Attachments and you can't do a roll-up summary field either. So You can write a trigger that will count the no. of attachments and write the same into a custom field on Opportunity object.

    Hope this helps you.

    Thanks

     

  • Kumar

    Member
    December 20, 2016 at 2:11 pm

    Thanks for helping ! I will try to create a trigger.

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