Skip to main content

Notifications

Announcements

Announcing new navigation menus and the Engage with the Community forum!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Roll up field based on...
Microsoft Dynamics CRM (Archived)

Roll up field based on owner of the record

(0) ShareShare
ReportReport
Posted on by z.sam 299

Hello,

I've got a custom entity named file, that based on the owner field, every file is owned by an user.

And there is another entity called basket, that I'll have to save the number of files owned by each user to a filed of it called count of user files.

I've already done this on the user entity with a roll up field, but how could this be done on the basket entity?

Thanks 

*This post is locked for comments

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Roll up field based on owner of the record

    Hi,

    If "it means that every user has a basket and some files in his/her basket." shouldn't you have a field "Basket" on "File" entity that way you can say that the file is for this basket.

    You can then do a roll up field on the basket entity to show the count of file?

    Hope this helps.

  • z.sam Profile Picture
    z.sam 299 on at
    RE: Roll up field based on owner of the record

    Thanks dear Ravi Kashyap, 

    I have the field  "File" on "Basket" , it means that every user has a basket and some files in his/her basket.

    Thanks alot

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Roll up field based on owner of the record

    Hi z.sam,

    What is the relationship between file & basket entity? Do you have a field "Basket" on "File" or field "File" on "Basket" or something else?

  • z.sam Profile Picture
    z.sam 299 on at
    RE: Roll up field based on owner of the record

    Thanks dear Andrew Butenko

    Ok if this can't be done on the basket entity, I can count the files owned by each user with a roll up field on the user entity. is it possible to somehow on the change of this field I update an exact field on the basket entity.

    Best regards

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Roll up field based on owner of the record

    Hello,

    I don't think that you can do it with OOB rollup fields.

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

News and Announcements

Announcing new navigation menus and the Engage with the Community forum!

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 54

#3
Victor Onyebuchi Profile Picture

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans