Calculated fields not working with related entities

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Posted on by CMilton

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Hi all,

I have created a couple of calculated fields on the contact entity. The purpose of these fields is to look at the parent company record and take a single value from a field.

However, the fields won't pull through. I understand that you cannot use the standard parent company field, so I created a custom lookup field/relationship.

I have double checked and can confirm that all of the relevant fields have values, but none of my fields have calculated.

What am I missing?

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gdas 50,091 Moderator on at

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Not sure what you are missing here , but this could be due to relationship reference

Below article will be guide you to create sample one , so please do a test first with sample one.

technet.microsoft.com/.../dn832103.aspx

www.inogic.com/.../accessing-related-entities-fields-in-calculated-fields-formulas-in-microsoft-dynamics-crm-2015-online-update-1

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sandeepstw 4,601 on at

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Hi,

Check this article -

community.dynamics.com/.../251197

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CMilton 110 on at

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I managed to get the field working by wrapping the statement in brackets. Strangely, when i reopen the calculated field the brackets are gone, but the field continues to work.

Not sure if this is a bug or not, this instance is on-premise version 8.2.1.176.

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Community Member on at

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you have to create child entities to calculate fields with related entities, and then create a custom relationship of all the fields.

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