Concatenated values of Child record in Parent field

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Posted on by SharonP

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Hi All,

This is urgent kindly help.

I have a entity "A" and a child entity "B". The child entity contains a field called "Name".

I need to show concatenation of all child records field in Parent record.

Parent record should contain concatenation of {child1(Name field) + Child2(Name field) + Child3(Name field) ...etc}

How can I achieve this. Please help.

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meelamri 13,216 User Group Leader on at

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Hello,

Do you have the possibility to use Flow ?

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SharonP 105 on at

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Yes we can use flow or background workflows.

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meelamri 13,216 User Group Leader on at

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Hi,

I replay your scenario in my environment. I used Flow for the implementation. There are other approaches using plugins or JS code. I chose Flow because it is a quite robust implementation for this scenario and easy to maintain.

This is a summary of my flow:

1- When EntityB is created or EntityB's name is updated:

2- Initialization of the variable that will store the concatenation:

3- Get EntityB childs with the same EntityA parent:

I use this action to get the childs:

4- Loop on childs and concat:

You can use the OOB Append to string variable action to perform your concatenation:

5- Update the parent EntityA:

Demo:

[View:/cfs-file/__key/communityserver-discussions-components-files/762/Concatenated-values-of-Child-record-in-Parent-field.mp4:400:300]

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SharonP 105 on at

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hi,

I'm confused at Step 3 . Are u getting all child records of the parent entity and if so why?

I have created a field in Parent called "Concate" and when any child record is created the name field of child should be added in the Parent Concate field.

I tried like below. But its not concatenating, its replacing the old value and adding the new.

Please advice.

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SharonP 105 on at

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Your steps were absolutely correct . Thank you soo much for your help.

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meelamri 13,216 User Group Leader on at

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You are welcome, have a nice weekend.

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SharonP 105 on at

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Hi Mehdi,

If the Child Entity B record is deleted - I want the Concatenate field on parent to be updated and that child record value to be removed. I changed the trigger condition to Create, update and delete but on delete the flow gives error that the parent doesn't exist in the below screenshot step. Any workground?

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meelamri 13,216 User Group Leader on at

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Hi SharonP,

Yes, I will share a solution with you tomorrow.

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ravinder_chauhan User Group Leader on at

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meelamri 13,216 User Group Leader on at

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Hi SharonP,

I changed the design to take into consideration the Create, Update and Delete operations. I stay with a low code design.

First, we will create a technical field on the parent entity "Entity A". I named it "Calculate Name Counter" which is a number type.

Then we will create a real time workflow that will increment the counter by one when creating, updating and deleting a record of entity B:

Finally, we will modify our initial flow to calculate the concatenation when the "Calculate Name Counter" value of the Entity A is updated:

1- When Entity A Calculate Name Counter is Updated:

2- Concatenation variable Init:

3- Get EntityB childs:

4- Loop on chdilds and concatenate:

5- Update the parent EntityA:

Demo:

[View:/cfs-file/__key/communityserver-discussions-components-files/762/3173.Concatenated-values-of-Child-record-in-Parent-field.mp4:320:240]

Now we also have to deal with the situation where we change the parent (Update LookUp Value) I find this is the most interesting part of this scenario.

In fact, we will modify the Workflow explained above like this:

And we also need a second Workflow that will run before the parent's value changes:

You can download my Unmanaged Solution: https://we.tl/t-61r6lpRr0A

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