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Suggested answer

need to check the field value of one of the entity for all the records

Posted on by 10

Hi,

I have entity subscriber and field subscriber status in it. I would like to check the subscriber status value for all the records like which are active and expired.

With this condition I would like to set counter value , how many active subcriptions and expired subcriptions.

Finally I need to display those count values in some field in same entity or different entity. 

Would you please help me here. I have been stuck.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: need to check the field value of one of the entity for all the records

    Hi,

    Can you please add rollupfield_status and rollupfield_date field on the form to see the content.

    _status field will tell you the reason of failure calculation

  • VenkateshTJ Profile Picture
    VenkateshTJ 35 on at
    RE: need to check the field value of one of the entity for all the records

    Hi Bipin, I have attached screen you requested in the same page, would you please check and advise, why the result is not showing up properly

  • VenkateshTJ Profile Picture
    VenkateshTJ 35 on at
    RE: need to check the field value of one of the entity for all the records

    query1.PNG

    Hi bipin,

    I am attaching the screen shots as you requested, I have created the rollup fields in contacts records, putting the variable into header of contact entity, the rollup field getting value from subscription line entity based on value of subscription status field on it

    screen-2.PNGscreen-3.PNG

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: need to check the field value of one of the entity for all the records

    You should go with rollup field instead of writing code  as suggested above without writing any code.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: need to check the field value of one of the entity for all the records

    Hi,

    Can you please share screenshot of your roll-up field configuration and what is not working?

  • Venkatesh T J Profile Picture
    Venkatesh T J 10 on at
    RE: need to check the field value of one of the entity for all the records

    Hi Pedro, I tried using roll up field, but it doesn't giving the result. And I am new to dynamics CRM. So I am expecting the sample plug in code to achieve this

  • Venkatesh T J Profile Picture
    Venkatesh T J 10 on at
    RE: need to check the field value of one of the entity for all the records

    Hi Binay, I tried using rollup field, but it doesn't giving the result.

  • Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: need to check the field value of one of the entity for all the records

    Hi,

    You can create rollup field to count the child records based on filter condition -

    docs.microsoft.com/.../define-rollup-fields

  • Suggested answer
    Pedro Azevedo Profile Picture
    Pedro Azevedo 830 User Group Leader on at
    RE: need to check the field value of one of the entity for all the records

    Hi Venkatesh,

    The perfect situation is you have a parent entity where you can see all the subscriber and you can create a rollup field. This rollup field you can configure to calculate all the subscriber in a specific state. If you don't have that field and you have some entity where you have statistics you can register a plugin or a Power Automate whenever there is an update or create increment or decrement the value.

    In the same entity you could use the plugin approach as well, but you will need to update all the other subscriber, like that whenever you open any subscriber record you could see the right value, but this approach and depending the number of records can reach easily the 2 min. and you need to control very well the Depth of that plugins.

    If you don't need to have that value always updated in the backend, is calculate that value through a Javascript or having a PCF that does that calculation and like that you a live value.

    Thank you,

    Pedro Azevedo

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