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I have a field that sums a total value from several related records of one entity (User field gets populated with data from field on tasks they are owner on).
Using normal filtering in D365 it is possible to filter on this week and last week etc. This functionality is however missing in rollup and calculated fields filtering. What i want is to only populate the rollup field for the tasks for this and last week.
Is this possible in any semi simple way?
Hi HtFranzen,
You can only have this fixed date value or other as shown below in the rollup field:
It doesn't support other filters(this week or last week) which are available on date field in query builder, which is by-design.
However, Perhaps you can use indirect methods to achieve your goal:
1.Create two date&time field named 'start Date' and 'end Date' in the related entity,
Their format must be "Date and Time", so that they could be used in roll up field condition.
2.Create a schedule Power Automate run everyday.
Update the entity: set the start Date to DateAdd(Now(),-7)) and end Date to Now();
3.Go to your roll up field property, and set up the filter condition, set the date field is less than endDate and created on is larger than startDate.
If you are not clear about my description, perhaps you can share your screenshots about your rollup fields so that I can easily reproduce your scenario to provide detailed steps.
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