I am attempting to roll up a currency field.
- First, In entity A, my currency field was created and is placed on the form.
- In CRM online the currency field is the trasnactioncurrencyid
- I made an additional currency input field titled "Withdrawals" and another titled "Deposits"
- In the form of entity A where the fields "Withdrawal" and "Deposits" are I placed the "USD currency" field.
- I did see another post stating to set the value for this field. Does this mean select the currency? I am a little confused here.
- Entity B is where I have the Roll up field created, its is also in currency.
- In the form of entity B I have also placed the "USD currency field" where I have the currency fields "Withdrawals" & "Deposits".
- In the calculation field I selected the related entity as entity A.
- I selected to roll up by SUM the "Deposits" field, Saved & Closed successfully.
- After the record is created and I go to the Roll up field and select the "Recalculate" button it is not calculating
- The value of 0.00 shows but the Roll up field is not calculating.
Summary and example:
- Entity A has currency fields "Withdrawals" and "Deposits"
- Entity B has the Roll up fields related to Entity A's "Withdrawals" and "Deposits"