Oppty fields are not showing in filter criteria when creating new RSF field on Account if Geolocation field exists on Oppty and ACM is enabled.
Last updated 2022-02-10 ·Reference W-1912073 ·Reported By 0 users
When trying to create a new RSF custom field on Account, that is based on the standard Opportunity object, trying to use an option other than COUNT, and/or trying to create filter criteria, user will find that fields from the Opportunity object will not be displayed. This only happens in orgs that have Advanced Currency Management (ACM) enabled, and where a "geolocation" field has also been created on the Opportunity object.
1. Enable Advanced Currency Management (ACM) in an org
2. Create a new custom field of type "geolocation" on the Opportunity object
3. Create a roll-up summary field on Account, that summarizes Opportunity.
4. EITHER try to make a filter on the roll-up summary field OR make the field something other than a COUNT. When doing either of these, you won't be able to choose an opportunity field.
The only way to temporarily workaround this issue, is to remove the custom geolocation field (easiest), or disable the ACM feature (likely least feasible for most customers).
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Is it Fixed?
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