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Question

aggregate groupping using number field

  • July 10, 2024
  • 5 replies
  • 14 views

Forum|alt.badge.img+13

Hi,

Just to make sure i’m not overlooking anything.

I do not seem able to create an aggregate Grouping based on a SF number field.

Is my only solution to create a new picklist field on that object (or text field) and have a workflow update that field with value?

Hope not

Please let me know

Thx 

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5 replies

Forum|alt.badge.img+17

What about a Salesforce formula field that just equals the number field? Would a UI only formula field work?


Forum|alt.badge.img+13
  • Author
  • Scholar
  • July 10, 2024

Unfortunately, grouping cannot be done on a SF formula field, and I had tried creating UI-only formula, but this Ui field does not appear in list of fields available for grouping


Forum|alt.badge.img+17

That’s what the tech guys call a “double bummer”…


Forum|alt.badge.img+20

Yup. Been here as well. Workaround is to create a Text field that gets it’s value from the number field using: Workflow, Process Builder or Apex Trigger.


Forum|alt.badge.img+13
  • Author
  • Scholar
  • July 10, 2024

That’s what I thought, thx for confirming i’m not loosing my mind 😃