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ms crm plugin question

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Entity A has whole number field called wholenumber. Entity A also have subgrid. when the new record is created in the subgrid it should fetch the count from subgrid and update it to the wholenumber field. using plugin.

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Mohsin Ali 3,618 on at

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RE: ms crm plugin question

There are two ways you can use it.

1. Add a rollup field into 'Entity A' to replace the whole number field.

2. To achieve it through the plugin, at post-operation of CREATE message of that subgrid record register the plugin. Count all records and then update the whole number field with a total number of associated records from subgrid.
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Bipin D365 28,981 Moderator on at

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RE: ms crm plugin question

Hi,

Register your plugin on Post create of Subgrid entity -

First retrieve Entity A guid from Target context and then use below.

Now in you plugin logic, you will use fetchxml to find count of the records and then update the count in Entity A.

Subgrid entity will have Entity A lookup.

What if Record is getting deleted from subgrid, do you want to again update the count?

If yes then you may have to write code to do that

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
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RE: ms crm plugin question

without using rollup field .can u suggest me using plugin?
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Vipin J 1,603 on at

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RE: ms crm plugin question

your requirement can be fulfilled using a Rollup field.

Here are some articles which can help you understand about it.

Generic way to Refresh Rollup field in Dynamic CRM - https://vjcity.blogspot.com/2020/03/refreshing-rollup-field-using-javascript.html

Dissecting Rollup Fields in Dynamic 365 - https://vjcity.blogspot.com/2019/06/dissecting-rollup-fields-in-dynamic-365.html

How to change the frequency for rollup field in Dynamic 365 - https://vjcity.blogspot.com/2019/06/how-to-change-frequency-for-rollup.html

Here is how you can create a plugin in Dynamic CRM - Plugin in Dynamic 365 CRM - https://vjcity.blogspot.com/2021/12/plugin-in-dynamic-365-crm.html