Suggestion on copy/Sync Rollup fields across the entity

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Posted on by Nabeel.asif

Hello Guys,

Can anyone please sugest me how to copy/Sync data of rollup field Accross the entity.

Case:When Test(rollup) field of entity A is updated with the latest data it should automatically populate that data in to the test(simple) field of entity b.Entity B is a related entity in Entity A.

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Don Hughes 5 on at

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RE: Suggestion on copy/Sync Rollup fields across the entity

Hi,

Can you show me how did you fix the issue?

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Nabeel.asif 10 on at

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RE: Suggestion on copy/Sync Rollup fields across the entity

Hi Bipin,

Many Thanks The issue is solved. I have added one calculated field in Entity B and it worked for me.

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Bipin D365 28,981 Moderator on at

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RE: Suggestion on copy/Sync Rollup fields across the entity

Hi,

One of the limitation of Rollup field is that you can't trigger Workflow on update of rollup field.

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

However you can try creating plugin which will trigger on your rollup field.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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