Hello,
I'm looking for a way to concatenate the string values from a field in a related entity. For Instance:
From Candidate entity:
RelatedOpportunityID Candidate Name
------------------- -------------
1 Mary
1 John
1 Sam
2 Alaina
2 Edward
On the Opportunity entity, we want a field "Candidates" that "joins" or "rolls up" the values with a comma and space:
ID Candidates
-------------- -------------
1 Mary, John, Sam
2 Alaina, Edward
How can we acheive this without plugin code?
-Kevin
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The custom workflow activity seems like the closest to a no-code solution, thank you. We ended up writing a plugin, but want to give it a try next time to avoid more code.
Thanks for the answer. I was hoping for a no-code solution
Follow below steps to achieve this:
1. Create Multi text field on opportunity entity with name "Candidates"
2. Write a plugin on create of Candidates.You will get opportunity id from target entity, retrieve opportunity Candidates field with help of opportunity id, Append new candidate name in existing opportunity's Candidates then update opportunity:
Hi Kevin
You could use the following Custom Workflow Activity to achieve this. Please follow the link below
github.com/.../ConcatenateFromQuery.md
You will have to decide on when you want to do the concatenation.
I think you could create a workflow on candidates entity, possibly on Create/Field Change and then use the above CWA to concatenate and update the opportunity record with concatenated values.
Hi Kevin,
If found useful, please mark this answer as verified.
Are you trying to do this with javascript or c# code?
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