Microsoft Dynamics CRM (Archived)

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

(0) Share

Report

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

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (2)

sai123456 324 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Kalpavruksh D365 CoE 2,545 on at

Like (0)

Report

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/

If found useful, please mark this answer as verified.

Was this reply helpful? Yes No
Verified answer

Kokulan 18,054 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Verified answer

Dynamics365 Rocker 7,755 on at

Like (0)

Report

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:

Was this reply helpful? Yes No
KevinStone 15 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

KevinStone 15 on at

Like (0)

Report

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.

Was this reply helpful? Yes No