How can I pass custom field data (like Technology Fee) from a child Quote timeline up to the Quote Request and Opportunity levels?

Published on September 25, 2026 QuoteX

To surface custom timeline metrics (such as Technology Fee) on the Opportunity, you need an automated rollup across the object hierarchy:

1. Data Model Hierarchy

1. Opportunity
2. (Lookup) → Quote Request (psce__Presales_Request__c)
3. (Lookup) → Parent Quote (Contains summary fields across timelines)
4. (Lookup) → Child Quote / Timeline (Contains granular fee fields like % and value)

2. Recommended Automation Strategy

Build a Record-Triggered Flow (or Apex Trigger) on the Quote (Timeline) object.

1. Trigger Conditions:
2. Timeline Active status changes (psce__Is_Active__c).
3. Technology Fee value changes.
4. Parent Quote Primary status changes (psce__Default__c).
5. Execution Logic:
6. Query and aggregate the Technology Fee values from all active child timelines under the Parent Quote.
7. Push the calculated sum up to the Quote Request record.
8. Pass the summary value from the Quote Request to the Opportunity using a standard lookup or rollup flow.

Knowledge Article Number: KA-00428