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Microsoft Dynamics CRM (Archived)

How to use Now() as condition in the Aggregate field ?

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Posted on by

Hi,

Would you please guide me how to use Now() function as condition in the aggregate field ?

My requirement is to get the summary of items' payment if the planed pay day before today.

But I cannot find the Now() function in the condition columns.

please give me some suggest if you resolved the case as above.

Thanks.

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  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at

    will this work?

    www.preact.co.uk/.../using-rollup-fields-in-microsoft-dynamics-crm-2015

    as you know the rollup happens 12 hours of creation. you can configure the roll up job to run as per your time and day.

    apologies if i didnt understand your question/requirement correctly.

  • Community Member Profile Picture
    on at

    Thank you very much for your help Rawish,

    I have read the link as you suggested.  and my question is similar as that case.

    Furthermore,

    As the image2 before Step3 in that demo case, it set the FILTERS condition as "if Status equals "Won"",

    but I want set the FILTERS as "if PlanPaymentDay before "Now()"".

    it means that I want the filter condition is not a value or a simple filed of the entity, but a Function such as Now() or Today() etc.

    But I found we cannot use the functions, and I found that the filter condition cannot use the calculated fileds.

    would you please give me help on this case?

    Thanks and best regards.  

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