How can I show a rollup of a new field created on the timeline in the Opportunity record?

Published on September 23, 2026 QuoteX

To display a new custom field rollup on the Opportunity record, the data must flow from the timeline (child quote) to the parent quote. Since there may be multiple child quotes/timelines, ensure that only the data from the primary quote is rolled up to the Opportunity or the Quote Request.

Knowledge Article Number: KA-00400