The Rollups settings can be used create your own custom rollups on your Quote PDF output. 


Let's use an example where you would like to display a rollup of the "Renewal Price" field from your Quote line items summed up on your quotes. First, browse to:

 

Setup --> Custom Metadata --> Rollup --> ManageRecords --> New



Here's what each field means:


Label:

RollupName:

Criteria: future use

Field: The API Name of the field on the source object to use.

Object: The source object you'd like to rollup from.

Name: This is the name key you will use to display the value

Usage: Currently QuotePDF only, which means it is used in an Advanced Order Form Editor

Type: Number or Currency


Here is an example setup for our "Renewal Price" field.


To display the value in your Quote Output, you would use the following syntax:


{!customOSTotals['mycustomkey']} --> Replace mycustomkey with the Name of the rollup. Our example above would be: {!customOSTotals['RenewalPriceC']}


If you have designated this rollup as a currency, you can also access it in a currency formatted value like so:


{!mapOSTotals['mycustomkey']} --> Replace mycustomkey with the Name of the rollup. Our example above would be: {!mapOSTotals['RenewalPriceC']}


NOTE: The name values are case sensitive. RenewalPriceC is not the same as renewalpricec. It must be entered exactly as you have entered it in the name field of the custom metadata.


You can read more about Order Form Merge Syntaxes here.


Current Limitations as of Winter 23
  • These rollups have no criteria filters, and all line values will be summed. 
  • Number and Currency fields are the only support field types. They can be formulas as long as the output are numbers or currency as well.
  • Currency fields are rounded to two decimal places