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Microsoft Dynamics CRM (Archived)

Exclude Data from Rollup

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Posted on by 1,788

Title perhaps misleading, but this is what I'm trying to achieve:

Consider three entities as follows:

 

Grandfather

Father

Son

 

On the Father entity, I have a Rollup that sums the amount of Sons he has, and on the Grandfather record, I have a Rollup that sums the total number of Grandsons. This is working great (I have a workflow that copies the number of Sons rollup value to a numeric field, and my Grandfather rollup is made up of these)....

However, if I change the status reason on Father to be, "Moved Away" for instance, I need that Father and his Sons to be excluded from the total rollup of total Sons on the Grandfather entity.

How can I achieve this? I'm trying to avoid any complicated javascript and use Rollups and Workflow tools if possible....

 

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  • Verified answer
    Royal King Profile Picture
    27,686 on at

    In the grand father rollup field you can include filter to include rollup only when father record status not equal to "Moved away" that should fix your issue.

    3203244.Capture.PNG

  • Suggested answer
    MDS Profile Picture
    1,788 on at

    That is fantastic and I can't believe I'd missed the filter capability!

    Thanks so much!

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