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Microsoft Dynamics CRM (Archived)

Calculate multiple records on-demand

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Posted on by 107

Hi,

I’m facing a problem that I’m not really sure how to solve.

A participant is attending a course and that course is 12 months long.

A participant has two different dates, a start date and a “run” date. The day of the month is not interesting, only the selected month.

Depending on those two dates a completion rate should be calculated.

The calculation should calculate the difference in months between the two dates and set a fixed value (completion rate) representing the difference.

The completion rate is a scale that looks like this: 22, 37, 52, 61, 70, 78, 85, 92, 94, 96, 98, 98.

 

Calculation examples:

  • If the start date is January and the run date is January, completion rate 22 should be set.
  • If the start date is January and the run date is February, the next completion rate, 37, should be set.
  • If the start date is December and the run date is March, completion rate 61 should be set.
  • If the run date is set beyond 12 months, the highest completion rate should be set.
    • If the start date is December 2018 and the run date is March 2025, the highest completion rate, 98, should be set.
  • If the run date is before the starting date, completion rate should be null.

 

A user should be able to set a new run date multiple times a day to calculate different completion rates on the participants. The calculation needs to happen on-demand, i.e. no batch jobs.

Number of records calculated at once can reach up to 1000.

 

Another problem is that I have no knowledge of coding plugins.

Customization, JavaScript, third-party solutions are my only tools.

 

Kind regards

Viktor

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  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at
    RE: Calculate multiple records on-demand

    Hi Viktor,

    So it this happening on the same record? As when a user changes the date it sets completion rate on the same record?

    and when you say upto 1000 records will be updates , are these during the whole day?

    if above is true, you can make use of javascript easily.

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