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Customer experience | Sales, Customer Insights,...
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Calculated field in a Rollup field

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Posted on by 50

Hi. Could you help me please? I need to use simple calculated field in my Rollup field to:

  1. Count number of child records with filter to calculated field (at least check that these field is not empty);
  2. Sum of common calculated field in child records (type of field - numeric).

I read that Rollup field can use common calculated fields, but there's no these fields in Rollup filter. What's wrong? These calculated fields are simple and not use another calculated fields, for example (fields in quotedetail):

If "isproductoverridden" = 0
Then
Value.MyCalculated.Field = product.MyNumericField
Else
If "isproductoverridden" = 1
Then
Value.MyCalculated.Field = mycustomentity.MyNumericField

Why I can't use this calculated field for Rollup field in quote?

P.S. Maybe there's some another way to count it, like use workflow or something like that - but I checked it, quotedetail can't be edit in workflow (don't know why). Any another ways?
P.P.S. I tried to not use this field in Rollup, just create a business-rule for a new common field that take a value, and this field can be used by Rollup, But there's another problem - user must save record to make changes of business-rule to work. Maybe there's a way to automatically save changes for business-rule without opening form? (but only for this form - not for all CRM)

I have the same question (0)
  • Esteban Coto Alfaro Profile Picture
    Microsoft Employee on at

    Hello, I found this link that shows how to set Calculated and Rollup fields: suyati.com/.../

    Also this documentation of Calculated and Rollup attributes and define Rollup fields:

    + docs.microsoft.com/.../calculated-rollup-attributes

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

    Thanks!

    Community Support Team - Esteban

    If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

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