How do I achieve a roll-up of a new field using QuoteX’s data model?

Published on September 23, 2026 QuoteX

You can create a flow or trigger automation that pulls the new field value from all active timelines (quote records with a parent quote equal to the current quote). The aggregated value can then be saved into a summary field on the Quote Request object, which will be rolled up to the Opportunity.

Knowledge Article Number: KA-00403