Customize Rollup Field form in Goal Metrics

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Posted on by Yurii Pernarovskyi

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.

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Nya 29,060 on at

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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.

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Yurii Pernarovskyi 27 on at

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Great! Thanks for your help!

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