Part 3: Add a Lookup field
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Revision as of 09:36, 1 December 2022 by Wikieditor (talk | contribs) (Created page with "In this part of the exercise, you create a field in the Orders Object to show the total price for all Line Items in an order. # Create an Index in the Line Items Object: ## Go...")
In this part of the exercise, you create a field in the Orders Object to show the total price for all Line Items in an order.
- Create an Index in the Line Items Object:
- Go to the Configuration page, under the Customization tile, navigate to Objects > Line Items.
- Select Indexes > New Index.
- For the name, type OrderIndex. For the field, select Order.
- Save the index.
- Note: The Index in the Line Items Object is required to create a Rollup Summary field in the related Order Object.
- Create a Lookup field inside the Orders Object named Line Items Lookup that points to the related Line Items Object:
- Go to the Configuration page, under the Customization tile, navigate to Objects > Orders.
- Select Fields > New Field. Fill-in the values as shown:
- Click Save.
- Add a Rollup Summary field inside the Orders Object named Total Order Price to sum up the calculated Total Prices of all related Line Items for an order:
- Go to the Configuration page, under the Customization tile, navigate to Objects > Orders.
- Select Fields > New Field. Fill-inFill in the values as shown:
- Click Save.
- Open the Orders Default Layout Form:
- Note that the new Total Order Price field has been automatically added to Basic Information section.
- Remove the Line Items Lookup Lookup field from the Basic Information section.
- Save your changes.
- Open the Line Items Default Layout Form. Remove the Orders Lookup field from the Related Information section.
- Save your changes.
- Test your modifications by adding a new order with three line items. Ensure the Total Order Price field gets filled.
- Note: As Rollup Summary fields are calculated asynchronously in the background, the value might not be filled immediately.