News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Bulk Calculate a calcu...

Microsoft Dynamics CRM (Archived)

Bulk Calculate a calculated currency field

(0) Share

Report

Report

Posted on by 2015crm

390

Hello

I have a calculated currency field on a custom entity form, which just adds up two currency fields. Works fine for new records when the user saves but i cant seem to get it "bulk" calculated for the 100's of other records.

I created a new field, just a yes/no and had a On-Demand workflow set it to yes, hoping that would be seen as a change and the calculation is forced to recalculate. But it doesnt work and i cant see why? the only way to seems to be to open each individual record and click save.

Any ideas?

Thanks

*This post is locked for comments

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

tdomerese on at

Like (0)

Report

RE: Bulk Calculate a calculated currency field

I ran into the exact same issue. I was able to resolve it by adding the Currency lookup to the form and creating a Business Rule to default it. Make sure that you use the "Set Field Value" action and not "Set Default Value". Also, set the scope of the Business Rule to "Entity". This will take care of new records but you will still need to set the Currency lookup for existing records. I accomplished this via bulk edit for active records.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans