Rollup Field that Concatenates String Fields

(0) Share

Report

Posted on by RodrigoF

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?

Categories:

Customer Service

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Arun Vinoth 11,615 Moderator on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Adrian Begovich 1,027 Moderator on at

Like (0)

Report

Hi RFDz,

Plugins are the best way to achieve this.

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

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.

Was this reply helpful? Yes No