Answered

Help for a personalized field

(0) Share

Report

Posted on by DiePic

448

Hi all,
we have a personal dataverse table where we enter several customer's payments forecasts on the opportunity.
I need to have a field with the total payments entered (in personal table) to compare against the field /total revenue/ (in opportunity table).

With a business rule the app will warn us if these two amounts are not equal.
I need some idea how to do that.

Thanks for any help or suggestion.

Categories:

Leads or Opportunities

All responses (3)

Answers (1)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Help for a personalized field

Hi Diepic,

Now let me describe my understanding of your scenario to see if it is correct:

1) ‘Racavi effettivi’ field is in the opportunity table? is it what you call total revenue?

2) 'Importo fatturazioni' field is on personal table? Does it refer to the ''payment'' you mentioned earlier?

3) personal table and opportunity table have N:1 relationship, one opportunity have many personal table records?

4) You need the total value of multiple "Importo fatturazioni" field values associated with the current opportunity, and then compare it with the ‘Racavi effettivi’ field value?

--Using the screenshot you provided as an example, you need (2.500,00 + 2.500,00) to compare with 10.000,000?

All of the above is correct?

If right, you can refer to the following:

You mentioned that you want to implement it in a low-code way, so you can create a new field on the opportunity table.

1)Make the field type is Rollup, and aggregate all payments for a record from related personal table records:

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollup-fields?view=op-9-1#aggregate-data-for-a-record-from-related-records

2)Using business rule to compare the new created field with total revenue(‘Racavi effettivi’ field).
DiePic 448 on at

Like (0)

Report

Help for a personalized field

Hi @Leah Ju and thanks for reply.

As you can see, the 2 tables are in relation with the number of opportunity and with my personal number of opportunity ...

I'm seeking an idea different to the use of javascript .... completely lowcode.

Maybe It's better use Power Automate to control all these amounts ... what do think about? In any case do you have some similar example with javascript code?

thanks for your help
Verified answer

Leah Ju Microsoft Employee on at

Like (1)

Report

Help for a personalized field

Hi Diepic,

Is there any relationship between the personal and opportunity tables?

How else do you determine which two records have fields on them for comparison?

Business rule can't across two tables, you will find that you can only select fields on current table:

1.You can create another new field on the opportunity, copy value from personal table, then you can use business rule to compare these two fields.

2.If you don't want to create new fields, you need use javascript code to achieve your goal.