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Hi experts,
I want to display the number of active cases (count) for any account and display that in a custom field in the account record.
How can I accomplish this?
Thanks,
Jon
*This post is locked for comments
Hi Jon,
You could add a new whole number field to the account entity, and set field type to rollup. Then, choose the related entity you wish to count, apply any filters (e.g. status = active) and set aggregation to count of the cases entity. You can do this without code.
www.powerobjects.com/.../roll-up-fields-dynamics-crm-2015
mark my suggestion as verified if helpful.
Simple rollup of child records can be achieved by creating a rollup fields as suggested above. You need to although consider the limitation of rollup field like you can't do rollup of a rollup field etc.
Check here: technet.microsoft.com/.../dn832162.aspx;MSPPError=-2147217396#BKMK_considerations
Hope this helps.
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