Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Update Calculated Field

(0) ShareShare
ReportReport
Posted on by 7,396 User Group Leader

Hi,

I've modified a formula in one of my calculated fields to show correct value.

However, upon publishing. I want to make the changes reflect or say, I want to trigger an update to the calculated fields. They are not reflecting the correct value on my View.

When I open the record, they show correct value but can't make the value reflect on the view somehow.

What could be incorrect here? Kindly advise.

Thanks.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update Calculated Field

    and, I assume, calculated on retrieve...

  • Suggested answer
    Hichem Profile Picture
    Hichem 5 on at
    RE: Update Calculated Field

    In Dynamics 365; the recalculation of the Rollup fields is scheduled to run hourly by default. you can change the recurrence in the Settings/System Jobs

    You can access this page following: Settings/System Jobs

    And the Calculated fields are recalculated on the fly 

    If it doesn't update as expected, please check the logic in your built query, it is maybe using fields that are not up to date or using date fields that are forcing the result to remain unchanged.

  • Jaap Braaksma Profile Picture
    Jaap Braaksma 71 on at
    RE: Update Calculated Field

    I am with Pawel!

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Update Calculated Field

    Sorry Francesco but you are wrong.

    All of this things are correct for Rollup Fields, not Calculated fields. Calculated fields are computed on database level, and they are automaticaly updated on views and forms (simply because there is no value stored anywhere, so from where it would be taken?). Good blogpost about this:

    community.dynamics.com/.../dynamics-crm-calculation-amp-rollup-fields

    If you want to recalculate your rollup fields, you can use XrmToolBox for that, there is a plugin doing that.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update Calculated Field

    Fancesco is right. I thought Calculated Fields were automatic but they actually have a refresh rate just like other fields. You can potentially have a plugin or custom workflow to set the values depending on what it is and how important the real-time information is.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update Calculated Field

    Hi Priyesh,

    calculated fields refresh value:
    - On Save
    - Every 12 hours
    - When user presses rollup refresh button

    The scenario is clear, none of the following events have occurred yet.

    So you need to wait 12 hours or run a dummy workflow overall record to save records.

    Please let me know if you solve.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update Calculated Field

    Hi,

    Is the field actually a calculated field? A rollup field happens every hour (by default if I remember correctly) and if the field is being calculated by Business Rule, you may need to enter the form before it takes effect.

    Calculated fields should be automatic and reflect correctly on views. Is your calculated field dependent on other fields that have not updated?

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,861 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,540 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans