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Shila LeosShila Leos 

quote advanced formula wont read quote line items

I have tried a advanced formula field and a process builder but I can not get the quote to update a field from a value on the quote line.  Here is what I am ultimately triing to do, I need an approval process that fires when there is an discount on products that are flagged non-discountable.. The flag is a check box on the product level and a PL  ( Yes, No) on the quote line item level.  I have even tried a validation rule preventing the discount from ever happening, but nothing wants to work. thanks in advance for your help!
Best Answer chosen by Shila Leos
Tony TrinhTony Trinh
Hello Shila,

Have you tried something like this?
AND(Discount > 0, 
Product2.Checkbox__c, 
TEXT(Picklist__c) = Yes)
You'd have to change it up a bit since I do not know what your checkbox or picklist fields actually are.
If you tell me what the fields are, we can come up with a formula!

All Answers

Tony TrinhTony Trinh
Hello Shila,

Have you tried something like this?
AND(Discount > 0, 
Product2.Checkbox__c, 
TEXT(Picklist__c) = Yes)
You'd have to change it up a bit since I do not know what your checkbox or picklist fields actually are.
If you tell me what the fields are, we can come up with a formula!
This was selected as the best answer
Shila LeosShila Leos
Tony - thanks
I had that but in the reverso order  I flipped it and it work

AND(Discount > 0,
TEXT(Can_Not_Be_Discounted__c) = "Yes")