Updating Calculated Fields

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Hello All - I have a few calculated fields that are taking Rollup Fields and either dividing or multiplying by another field but my problem is that the calculated fields are not automatically updating unless I open the record that the calculated field is in and refresh. Is there a Workflow that I can create that will update these fields or force an update ?

Thanks for your help.

Linda Lockard

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Cool Sama 40 on at

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RE: Updating Calculated Fields

Hi Mohamed, without any coding nice and clean solution is use the Dynamics 365 workflow tools by Demian, you can install the solution and add in the workflow step to trigger when rollup field is updated in child record.

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Yusi 100 on at

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RE: Updating Calculated Fields

Hello, you can use call the CRM native API and update the value in the database just after you calculate the roll up field. If a form is opened afterwards then no worries. If the form is open during this time, then just after the API call you can then retrieve the updated value via JS API call and use XRM commands to replace the updated value in the form. Its working very well for me. Happy to provide you with more details if interested in this approach.

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David Jennaway 14,065 on at

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RE: Updating Calculated Fields

Calculated fields are not stored, but are calculated whenever you access the field; there is no concept of refreshing a calculated field. If the fields that the calculated field are based on are up-to-date, the calculated field will also be up-to date

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Cannot uninstalling... 40 on at

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RE: Updating Calculated Fields

Did you find any solution since ? Because I have the same issue and I still didn't find any solution for it

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Community Member on at

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RE: Updating Calculated Fields

Hi - Thank you for your reply. It's actually the Calculated Fields that I'm trying to get to update, the roll-up fields are good but the Calculated Fields that I have associated with them will not update unless I open the record. For example, I have a "Rollup" Field that sums up the number of product and then I have a "Calculated Field" that takes that Sum and divides it by # of Weeks in order to get an Average but the only way I can get the "Calculated Field" to populate is to open the record, refresh the roll-up and save the changes and then it will populate the field.

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Gopalan Bhuvanesh 11,401 on at

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RE: Updating Calculated Fields

That is the default behaviour of Rollup fields.

You can use the custom workflow activity as mentioned by Andrii.

I used it, and it was working fine. And there was additional requirement of more calculated fields (max 10 allowed per entity).

We cannot add more than 10 per entity. So, I removed all the calculated fields and use simple fields. I had to use workflow to achieve this functionality (little bit clumsy way of doing it).

Please check the following link for considerations:

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

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a33ik 84,331 Most Valuable Professional on at

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RE: Updating Calculated Fields

Hello Linda,

Here is custom workflow activity that can help you - calculaterollupfield.codeplex.com

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