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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Calculate Roll-up fiel...
Microsoft Dynamics CRM (Archived)

Calculate Roll-up fields synchronously

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Posted on by Sathiamoorthy S 1,616

Hi Experts,

I have a currency roll-up field on opportunity form. It calculates the sum of currency values from related entity records. It is working fine for every one hour.

But, i want that value to be calculated when form get loaded.

Is it possible to do it on client side without clicking refresh icon on roll-up field?

Thanks in Advance.

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  • David Jennaway Profile Picture
    David Jennaway 14,065 on at
    RE: Calculate Roll-up fields synchronously

    Rollup fields can be calculated synchronously via a CalculateRollupFieldRequest, but this message does not have a corresponding action for use with the new Web API on the client side. You might be able to call this from the client side via SOAP, but I think you would still have an issue that this would recalculate the data on the server, but not refresh the field on the form.

    An alternate approach would be to call CalculateRollupFieldRequest from a plugin on the pre-stage of the Retrieve message. However, you will need to check is this adds excessive performance overhead

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: Calculate Roll-up fields synchronously

    You can only do this on the server using  the CalculateRollupFieldRequest - see msdn.microsoft.com/.../microsoft.crm.sdk.messages.calculaterollupfieldrequest.aspx

    You could create a custom action that is called from Javascript that calls this request - www.magnetismsolutions.com/.../Call-Action-in-CRM-2015-Easily-from-JavaScript-Library

    Hope this helps?

  • ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: Calculate Roll-up fields synchronously

    It's also worth noting that there is a maximum number of records that can be rolled up (10,000) when calling the recalculate using CalculateRollupFieldRequest.

  • ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: Calculate Roll-up fields synchronously

    How did you get on - do you need any more help?

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