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Hi,
I have requirement to rollup child entities Subgrid records to Parent entity (Account) Subgrid based on conditions.
To achieve this functionality what is the best approach?
If anybody already implemented could you please provide me the steps and sample code?
Thanks,
Yadav
Hi Naveen,
Sorry I am bit coinfused ,while reading your requirement.please do remember while writing your requirement make sure you read it twice before post here so that people who read your question can understand and give answer.
As per my understanding -
Let's assume you need to show sum of estimated budget of all child opportunity into an Account form. This type of requirement you should go with rollup fields. The rollup fields is similar to other field which you can add in your account form and not in opportunity subgrid of an account form.
Now let's say you want to to show sum total revenue of an opportunity into a column of opportunity and then this fields you need to show in a subgrid of account form. Lets assume total revenue is a calculated type of field in opportunity which is calculate based on three other field in opportunity. So you can show this field to opportunity subgrid of account form.
In summary the Rollup fields can be used when you want to show aggregation of multiple child's And show into account form itself.
Calculated fields you can calculate based on other field value of a records and parent records.
Hope this helps.
Hi Naveen,
The question is what you want to roll up?
You can have a grid on the parent form which shows the related records (child records) of that record.
You can roll up data from child entities, Can't roll up and entire record since it is already divided between and child and parent and there's a lookup of the parent on the child records that identifies which parent record does a child record belong to.
Can you show a screenshot of what you want to achieve? Maybe then I can assist you better.
Hope this works.
Hi Priyesh,
Thanks for your reply.
As per my requirement, I need to rollup child entity records to the parent entity sub grid.
Finally I need to show the child entity records along with the parent entity records on parent form subgrid.
Please let me know if need any other information.
Thanks,
Naveen
Hi Naveen,
So you can create Roll Up fields on the parent entity to roll up, typically Amount or numeric values, count of records etc to the parent Account.
Can you be specific about what data you want to roll up to the parent account?
You can refer this documentation for the same - docs.microsoft.com/.../define-rollup-fields
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