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I have a web form that displays an entity form. The entity form shows calculated fields from contact within D365 but when I access the entity form via a web form in the portal the calculated fields do not show. Is there documentation about when calculated fields will and will not display?
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Glad its visible now. I would suggest to check if your portal solutions are up to date or not. If there is a mismatch in solution version & portal version then it causes caching issues (what I have noticed).
Also, please mark the suggestion as helpful and close the thread if it helped you.
I agree - tested in my portal and it works. Maybe a portal restart was the key. Hard to say but I fought a form for over three hours this week that refused to show calculated fields.
Hi,
This is not true. I have tested this and can confirm that calculated field does appear in web form as well as entity form.
Hope this helps.
I think I figured this out. A Main Form does not show calculated fields and a Main Form is the only type of form that can be attached to a Web Form step or Entity Form. However, in Readonly mode WITHIN D365 the Form will show the calculated field, but on the web portal attached to a web form or entity form it will not show the calculated field value.
Did you check if it works when you make the form editable (instead of read only)?
I have read the MS documentation about when calculated fields show and when they don’t work. I had a situation where the field should have displayed and it did not so I asked this question. I still don’t know why it would not show. I heard several things that did not make sense (set when you save, it is a sql server calculated column, doesn’t get set for 12 hours). It was kind of working and it worked inside D365 but it would not show on a read only web form that called LoadTab on an entity form.
Hard to complete a task when D365 won’t do what is expected and seems like it should work.
Thanks for helping.
Hi,
Are you expecting the calculated field to show up in outlook offline mode? If yes then this is expected as the calculated field doen's show up in offline mode. Refer the:
"The calculated field values are not displayed in the Dynamics 365 Outlook Offline mode in the tile views or on entity main forms."
docs.microsoft.com/.../define-calculated-fields
Ignore if this is not what you meant.
Thank you. We went a different route so this is somewhat academic now.
Bottom line:
I had a situation where the calculated field would not show on a form via a web page but would show inside D365 on an entity form. My best guess is that the way I accessed the form looked similar to outlook offline mode and so the calc field would not show. I don't have time to reproduce this so have to leave it at that.
No, I am not saying calculated fields are normal field. I am saying you will get the value after saving the record i.e. when you get the updated response after saving and not on load of the new form. These are actually calculation which is returned by the SQL and it doesn't store any value. So when you save the record, crm returned the updated data which also contains the calculated value.
Hope this helps.
Yes calculated fields is looks like a normal colum in terms of UI perspective and set when you saved the forms and the value will be populated. Calculated fields are created using a SQL Server Calculated Column and so cannot store any data and always will be evaulated when requested using the current formula - where a business Rule is applied on-top of an existing attribute.
[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/calculated-rollup-attributes]
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