| Hierarchy Total Income = Total_Opp_Hierarchy_Payment_Received Formula Field = calculated the Total Hierarchy amount for a grandparent opportunity only (if parent opportunity is blanks takes the total of Total_GrandChildren_and_GreatGrandChildr__c + Total_Childrens_Amount__c field and adds the opportunity payment amount received. Used to calculate the Hierarchy Pipeline Value and for the screnflow to show the opps relationship |
| Total_Childrens_Amount__c = Total Children Amount DLRS FORMULA [ roll up by DLRS of payment amount received of all children's, which is further used in calculation of theTotal Parent and Child Payment Amount which is further used for Total children and grandchildren and for total hierarchy Income(the later is being used on flows as well) |
| Total Child and Grandchild Amount = Total_child_and_grandchild_Amount__c FORMULA[ roll up by DLRS of Total Parent and Child Payment Amount = Total_Parent_and_Child__c [npe01__Payments_Made__c + Total_Childrens_Amount__c] which is further used in calculation of the total hierarchy Income(which is being used on flows as well) |
| Total GreatGrandChildren Payment (Total_GrandChildren_and_GreatGrandChildr__c) = Total Child and Grandchild Amount Checkbox to hold the DLRS sums of Total_child_and_grandchild_Amount__c that is used for Total Hierarchy Income |
| Total Parent and Child Payment Amount = Total_Parent_and_Child__c [npe01__Payments_Made__c + Total_Childrens_Amount__c] DLRS ROLLUP used for roll up DLRS for Total Child and GrandChild Amount which is further used in calculation of the total hierarchy Income(which is being used on flows as well) |
| Hierarchy Pipeline Value = Hierarchy_Pipeline_Value__c FORMULA [IF((Amount - Total_Opp_Hierarchy_Payment_Received__c) * Probability <0,0, (Amount - Total_Opp_Hierarchy_Payment_Received__c) * Probability)] the one field used front end for all reports for Pipeline value on higher level opps. |
| Is it Parent? = Is_it_Parent__c CHECKBOX = marked by flow Record_Trigger_Update_Create_Delete_Opportunity_Hierarchy_Level and rechecked by schedule flow SCHEDULE_OPP_Check_and_CleanUp_Hierarchy_level if the opportunity is a parent. Used as condition on the SCREEN_Sum_of_Grandchildren_s_and_Children_s_Opp. |
| Is it GrandParent? = It_it_GrandParent__cCHECKBOX = marked by flow Record_Trigger_Update_Create_Delete_Opportunity_Hierarchy_Level and rechecked by schedule flow SCHEDULE_OPP_Check_and_CleanUp_Hierarchy_level if the opportunity is a grandparent. Used as condition on the SCREEN_Sum_of_Grandchildren_s_and_Children_s_Opp. |
| It is GreatGrandParent? =It_is_GreatGrandParent__c CHECKBOX = marked by flow Record_Trigger_Update_Create_Delete_Opportunity_Hierarchy_Level and rechecked by schedule flow SCHEDULE_OPP_Check_and_CleanUp_Hierarchy_level if the opportunity is a grandparent. Used as condition on the SCREEN_Sum_of_Grandchildren_s_and_Children_s_Opp. |
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FLOW [SCREEN] Sum of GreatGrandChildren's, Grandchildren and Children's Opps 4th level = On opp page visibility. |
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FLOW [Record Trigger] [Update, Create, Delete] Opportunity Hierarchy Level 4th Level = Check, Updated the hierarchy level [Parent, Grandparent] when a record is created, updated The marking on this fields help the screen flow to trigger on every opportunity level, marks parents as [It is Parent] checkbox and [It is grandparent] as grandparent |
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FLOW [SCHEDULE OPP HIERARCHY] [Check and CleanUp Hierarchy level 4th = check if the opp hierarchy it is still correct and if it isn't will adjust accordantly, adjusts if records from hierarchy gets deleted or move one level up or down, or are taken off the hierarchy. This flow is a way of keeping records correct so that the Screen Flow [SCREEN] Sum of Grandchildren's and Children's Opp runs smoothly, runs daily |
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FLOW [SUBFLOW] Gets Opp Hierarchy IDs 4th level = used for record trigger flow [Record Trigger OPP Hierarchy] [Update, Create] Hierarchy Level Marking and the schedule flow FLOW [SCHEDULE OPP HIERARCHY] [Check and CleanUp Hierarchy level, to update parent or Grandparent Opportunity an for the schedule trigger flow to check for changed and update the opportunity correctly if parent or grandparent. |
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FLOW Restrict 5th Opp Hierarchy Level []Update or Create of Opportunity] - 4th level = Restrict an user to be able to add another hierarchy to the 3 level hierarchy. Restricts a child being added as a parent and a grandparent having a parent of its own |