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Rollup Field that Concatenates String Fields

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Hi 

I have a contact entity that has a N:N relationship with a qualifications entity.  I am trying to create a field in the contact entity that will store rollup/concatenate all qualification names attached to the contact and puts them in a string field.  Is this possible? 

I was thinking a rollup field could do it but believe that reserved only for numeric fields and only works on 1:N relationships. 

Is there a way to achieve this?

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Rollup Field that Concatenates String Fields

    Hi,

    You need to write a plugin on associate & disassociate message  of you entitiy. Within the plugin, you need to retrieve the entity records, concetenate  and store in on the contact entity.

    You can refer below blog on this-

    www.itaintboring.com/.../dynamics-crm-associate-disassociate-plugin

    rajeevpentyala.com/.../associatedisassociate-plugin-messages-in-crm

    Hope this helps.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Rollup Field that Concatenates String Fields

    Hi RFDz,

    Plugins are the best way to achieve this.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: Rollup Field that Concatenates String Fields

    Rollup field cannot be used for this purpose. Like you said this will rollup all the count/sum of values from child records to the parent record.

    In your case you have to write a plugin to concatenate on associate/disassociate message of entity records. Or some timely jobs to iterate the values & update the parent.

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