Microsoft Dynamics CRM (Archived)

How to concatenate or aggregate field values from multiple records in an associated entity

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Posted on by KevinStone

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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sai123456 324 on at

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Are you trying to do this with javascript or c# code?

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Kalpavruksh D365 CoE 2,545 on at

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Hi Kevin,

You can use webAPI to achieve the same. JavaScript can be used to fetch the data of related records and concatenate.

https://arunpotti.wordpress.com/2017/12/27/how-to-retrieve-multiple-records-in-dynamics-365-online-v-9-x-using-javascript-webapi/

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Kokulan 18,054 on at

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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.

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Dynamics365 Rocker 7,755 on at

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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:

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KevinStone 15 on at

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Thanks for the answer. I was hoping for a no-code solution

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KevinStone 15 on at

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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.

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