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Hi everyone!
I was looking for a possibility to customize a Rollup Field form that is available under the path Goals -> Goal Metrics -> Rollup Fields tab -> + Rollup Field. My question is where to find this form and whether it can be customized at all.
First I looked through the Forecast definitions entity forms as it was "mentioned" in the Data Source area of the "Entity" field. But nothing.
I am a bit confused about this situation.
Will be thankful for any suggestions and answers.
Hi,
The 1:N relationship between the Goal Matric entity and the Rollup Field entity can be found.
And here is the Web API Reference of the entity.
rollupfield EntityType (Microsoft.Dynamics.CRM) | Microsoft Docs
But it cannot be found in the list of entities which may means that it cannot be customized.
There is no documentation mentioning the limitation.
You can raise a support ticket for further help.
Great! Thanks for your help!
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