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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to trigger roll up fields automatically without the scheduler

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Posted on by 3,247

Hi All

Following on from my earlier thread, I wonder if we can trigger roll up fields when a user saves or add activity to a form - say opportunity

I know users can manually trigger but looking for a solution that automatically trigger as the scheduler only runs hourly

Thanks

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  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Samantha73,

    You need to use these below triggers for each activity in your workflow:

    1. Record is created 
    2. Record Fields Change
      1. Before
      2. After

    pastedimage1663294479125v1.png

    pastedimage1663294577337v2.png

    Use msdyncrmWorkflowTools to refresh your rollup column

    pastedimage1663294598958v3.png

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Samantha73,

    As Abdul suggested, you can try to use use msdyncrmWorkflowTools:

    You need download and import the solution, then you can use it in the workflow.

    https://github.com/demianrasko/Dynamics-365-Workflow-Tools

    This Solution includes one Assembly that contains Tools based on Workflow Activities. You must import this solution, to use it. It only contains the Workflow Assembly and the activities to be used in Workflows, so the import of this solution it will not affect any form, entity, view or navigation item. 

    There is one tool named--Force Calculate Rollup Field ,which will help you to force the Rollup field calculation in any time in your Workflows.

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