Business Process to sum records in another section

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Posted on by Apajove

Hi Dynamics Folks!

I've got a form that we use to define a Project. I've got business rules that do some simple arithmetic to work out details like total value which is day rate * scheduled days. remaining day value, that kind of thing.

Remaining day count is manually set at the moment but what I'd really like to do is total up the number of scheduled days from my Consultant Activities for section. Consultant Activities are a separate entity which just logs a start date, end date and "block day count" value for each record.

These are related records to the project

Is there a way I can get each Block Day Count value from the related records and then sum these together to subtract from the total daycount purchased value in the project?

many thanks!

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Apajove 30 on at

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RE: Business Process to sum records in another section

Thanks Gustavo, I guess I'll have a look at getting Flow to do it for me.
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Gustavo Longo on at

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RE: Business Process to sum records in another section

Hello Apajove,

Hope you are well and safe.

You can achieve this need using custom code (Plugin or script) or eventually Calculate Fields could be considered as well

docs.microsoft.com/.../define-calculated-fields

Regards,