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Hello,
I am trying to redesign a form that has no calculated or rollup fields before. We were originally On-prem CRM 2016 version and now moved on to cloud Dynamics 365.
Since we are in latest version, we are trying to redesign some of the features we built on versions like CRM 2013, 2015 etc.
One of our custom entity has no calculated or rollup fields. We do have a expense amount field on it.
Our requirement now is to show, total of the expense amount on parent form. So I tried creating a rollup field on parent form but I can't select the expense amount field as it is a simple currency field.
I tried writing a script using localstorage to copy expense amount from child form to parent form but that needs refreshing parent form everytime there is a change on the child form which isn't working out as expected. I am trying to build something that is seemless to the users and runs background without much effort on the UI. Can somebody please suggest what would be a good approach in this scenario, or if you have gone through any not foreseen issues when redesigning the forms with calculated and rollup fields. Thanks for any advice.
Hello,
Write a plugin that handles create/update/delete of your child record and rolls sum up to the parent record.
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