How to sum up a bunch of currency fields on an entity....

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Posted on by USA80

I am wondering how I can go about summing up a bunch of currency fields on an entity and then take that sum and put the total in another currency field. Example:

If fiedl1, field2, field3, field4, field5 all have a value in their field, then sum those up and place the total in field x. But, if one of them does not have a value in, then the field x should be an open currency field where the user can enter in a value if need be.

Thank you in advance for your help.

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Aric Levin - MVP 30,190 Moderator on at

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Not sure I completely follow, but why don't you create a calculated field for the total...

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Nithya Gopinath 17,078 on at

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Hi,

You can try creating a calculated currency field for summing up all these fields.

See: technet.microsoft.com/.../dn832103.aspx

But it has a limitation that we cannot manually edit a calculated field. It is a read-only field.

Another alternative is to create a simple currency field and write a business rule with scope as Entity to set its value to the sum of all other currency fields required.

See: technet.microsoft.com/.../mt826761.aspx

Hope this helps.

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USA80 26 on at

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How would you do the sum of the fields though? I don't see a Sum function in the business rule to select.

Also, could it work by having 2 fields, 1 would show if all fields are filled in and then it would sum those fields and put the sum amount in Field X. If anyone of those fields are not filled in, then Field Y would appear and Field X would hide?

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Aric Levin - MVP 30,190 Moderator on at

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Hi,

You can create conditions in calculated field so that you have various criteria.

There is no SUM function, but you can set the value to SUM multiple fields:

= new_Field1 + new_Field2 + new_Field3...

Hope this helps.

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Nithya Gopinath 17,078 on at

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Hi,

There is no SUM function but you have the Formula function and you can add more than one field as described in the link below.

See: https://community.dynamics.com/crm/b/exploringdynamics365/archive/2017/10/19/dynamics-tip-using-business-rules-to-sum-up-more-than-two-fields

You could also hide the fields accordingly based on the condition in the business rule.

Hope this helps.

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che 67 on at

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Hi,

you can use business rule to calculate fields ,but the logic will be too long .

I suppose to put those fields in the same section, and add a javascript to calculate them.

regards

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Community Member on at

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Hi,

if you want to be able to sum up and lock/unlock the field depending on the conditions. The better way to achieve it is with the help of a javascript function.

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Ryan Maclean 3,070 on at

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You could try and use a calculated field, but this won't be manually editable.

You could also import the Numeric Workflow Utilities written by Jason Lattimer (github.com/.../CRM-Numeric-Workflow-Utilities) and use this to create a workflow to sum up the fields

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USA80 26 on at

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I have tried the following and I keep getting an error that says, "Object doesn't support property or method 'setValue' at onChangeFeeType

function onChangeFeeType()

{

var RecordType = Xrm.Page.getAttribute("nhs_recordtype").getText();

var Car1 = Xrm.Page.getAttribute("nhs_car1").getValue();

var Car2 = Xrm.Page.getAttribute("new_car2").getText();

var Car3 = Xrm.Page.getAttribute("nhs_car3").getValue();

var Car4 = Xrm.Page.getAttribute("nhs_car4").getText();

var Car5 = Xrm.Page.getAttribute("nhs_car5").getValue();

var Car6 = Xrm.Page.getAttribute("nhs_car6").getText();

var Car7 = Xrm.Page.getAttribute("nhs_car7").getValue();

var Total = parseFloat(Car3) + parseFloat(Car5);

if (RecordType == null || RecordType =='undefined' || RecordType =='')

{

Xrm.Page.getAttribute("nhs_car1").setValue("");

}

else if (RecordType == "GTO" && Car2== Car4)

{

Xrm.Page.getAttribute(Car1).setValue(Total);

}

}

Any help is appreciated. Thank you.

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Aric Levin - MVP 30,190 Moderator on at

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Hi USA,

Please look at your attributes.

Why are some of them are getValue and some are getText.

They should all be getValue???

Also, regarding your error:

Xrm.Page.getAttribute(Car1).setValue(Total);

getAttribute should have a field name inside, not a variable name.

Car1 contains a non-string value.

Hope this helps.

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