web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Rollup field and calculated field not working

(0) ShareShare
ReportReport
Posted on by 760

Hi,

I created a calculated and rollup field but both are not working. I was able to save the field because there was no error in formula

1780.calculated.PNG2211.rollup.PNG

*This post is locked for comments

I have the same question (0)
  • gdas Profile Picture
    50,091 Moderator on at

    Hi Jane ,

    Is it possible to share the screenshot of your calculated field and rollup field criteria so that we can check.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi Jane,

    For calculated field, did you save the record? Does Vat field has any value? Calculated fields works on save of record.

    For rollup field, it works every hour. Did you try to click on manual rollup button on the field? Does it display the current time?

    Can you confirm if this is not working for all users or just for you?

    Hope this helps.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Jane,

    Rollups are set to refresh every 24 hours; they don't automatically re-calculate on save or refresh of the page. Did you refresh the page or the roll-up field itself?

    Try to set Use Hierarchy:Yes

    Thanks

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi Jane ,

    Seems the  condition you have implemented is correct. Just to make sure for calculated field you need to save the records  and for rollup you need to wait at least 12 hours till asynchronous process execute the roll-up condition.  

    And also please try with sample provided by MS in below reference to check whether these samples are working or not in your CRM instance.

    technet.microsoft.com/.../dn832162.aspx

    technet.microsoft.com/.../dn832103.aspx

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans