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Dynamics 365 Community / Blogs / TheMarkChristie / Dynamics 365 Calculated Fie...

Dynamics 365 Calculated Fields and Parent Entities

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TheMarkChristie Profile Picture TheMarkChristie 10,328 Moderator

Where have you been all my life?????      Ahh you have been there the whole time i have just missed you.

So today i was looking at some requirements to pull information from the parent entity as part of a calculated field. I needed to take Created On Date from the Child Record and add the Number of Contract days from the Parent to give a Must Respond Date.

And this actually is as simple as it sounds i have just been missing it the whole time!!!!

Call-Back-Days.png

  • You can access parental fields via the Lookup field to the parent entity, such as <LookupFieldName>.<FieldName>. This is not possible with multi-entity Lookup fields like Customer which can be Account or Contact. However, some entities have individual Lookup fields for a specific entity, such as ParentAccountid.<FieldName> or ParentContactid.<FieldName>.

  • Sorting is disabled on:

    • A calculated field that contains a field of a parent record.

    • A calculated field that contains a logical field (for example, address field).

    • A calculated field that contains another calculated field.

  • Calculated fields can span two entities only.

    • A calculated field can contain a field from another entity (spanning two entities – current entity and parent record).

    • A calculated field can’t contain a calculated field from another entity that also contains another field from a different entity (spanning three entities):
      (Current Entity)Calculated Field <- (Parent Record) Calculated Field 1 <- (Parent Record) Calculated Field 2.

Comments

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  • Community Member Profile Picture Community Member
    Posted at

    I have used this technique successfully for one field, a boolean ("2 value") field.  However, it does not work when I try it for a Whole Number field, format=Time Zone, from the same parent entity.  Unlike for the boolean field, there is no nice little UI form boxes to fill in, so instead I tried selecting the Parent lookup field, which worked fine. And when I typed period, a drop down of available fields is displayed - super! :) However, the required Whole Number, Time Zone field is not on that list! :(  Any idea why some fields are missing?

    So, I tried just typing the required Parent field-name in after the Parent lookup field and period-character but CRM rejects that with the following error: "The formula contains an invalid reference: parentprofileid.my_timezone." :(

    I can use a QuickView to work around this problem but would like to know if there is a Microsoft bug here or what is going on.

  • ahmed Safarini Profile Picture ahmed Safarini 40
    Posted at

    Good Stuff .. thank you Mark :)