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Is it possible to do cross-object formulas for Zuora objects?

I'm trying to set up the following validation formula in Quote (Managed), but I keep getting errors:

 

(zqu__DiscountPercentage__c >= 0.75)

(QuoteRatePlanCharge.zqu__DiscountPercentage__c >= 0.75)

 

Is it possible to do cross-object formulas for Zuora objects?

4 REPLIES 4
Zuora Support

Re: Is it possible to do cross-object formulas for Zuora objects?

Hi @sfguy92,

Thanks for posting your query on the Zuora community!

 

Can you please provide us more details about the issue you are facing as below?
1. Are you creating a formula field on the Quote object and then trying to enter the formula (QuoteRatePlanCharge.zqu__DiscountPercentage__c >= 0.75) or (zqu__DiscountPercentage__c >= 0.75)?

2. What error you are getting when using these formulas? A snapshot of the entire page with the error would be really helpful. 

3. We would also need to understand the use case to help you better with this issue. 

Thanks!






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Master

Re: Is it possible to do cross-object formulas for Zuora objects?

I'm working on a workflow that will change based on a certain criteria.  I'm just getting the standard X field doesn't exist error, since the object is in Quote Rate Plan Charge instead of Quote (Managed).

 

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I tried both versions of the formula.  I'm just trying to get the cross-object reference to work.

 

Zuora Support

Re: Is it possible to do cross-object formulas for Zuora objects?

Thanks @sfguy92!
Can you please send me a private message and provide your Salesforce Org ID and grant Zuora Support login access too?

I am going to get more details from you there and then update this thread later once we have a solution to the problem you are facing.   






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Valued Scholar

Re: Is it possible to do cross-object formulas for Zuora objects?

It may be possible to use a cross-object formula. Worst case in a "clicks over code" world, if the cross-object relationship is not available, you could add the field in question (e.g., QuoteRatePlanCharge.Discount_Percentage) to the other object via a formula (e.g., Quote.QuoteRatePlanCharge_Discount_Pct), and then reference it directly.