How to trigger a workflow when the field is a roll up type?

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I want to build a workflow to send email when some conditions are satisfied. if the entity is A, and amount is a roll up field in A.the function is after the amount(the roll up field) changed and is bigger than 5,send email. However, when I choose the after record field changed, I can not find amount(roll up field),what shall I do?

I want to achieve the function:

workflow name: check if post email entity：A roll up field in A: amount

steps:

if amount bigger than 5

send email

stop

problem: How I choose trigger

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Answers (1)

Madalina Toma on at

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RE: How to trigger a workflow when the field is a roll up type?

Hello Abhishek,

As we has a customer raising a ticket about this issue, I went ahead and reviewed your answer, the answer you provided does not provide the proper functionality.

The reason behind is the fact that business rule is also an workflow, it is present in WorkflowBase table since at least 2016.

Here's the description of the entity type associated with workflows which explains the content for the WorkflowBase:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/workflow?view=dynamics-ce-odata-9

category Edm.Int32
Category of the process.

Display Name: Category

Default Options

Value Label

0 Workflow

1 Dialog

2 Business Rule

3 Action

4 Business Process Flow

5 Flow

And this is what we have in the official documentation:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollup-fields#rollup-field-considerations

"A workflow can’t be triggered by the rollup field updates.

A workflow wait condition cannot use a rollup field."

Given the fact that the business rule is also an workflow, an implementation like this will break, however as an workaround was able to work around the issue using a recurrent flow created with Microsoft Flows which will evaluate the value of the rollup based on certain conditions.

At the moment the recurrent flow is not ideal as it is also an workflow, but this was the only option I was able to find which will trigger outside Dynamics system and also it doesn't need custom code linked with bulk delete to create a dummy record in order to run the workflow as I had seen in several third party blogs.

Thank you!
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Abhishek_Sinha 665 on at

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RE: How to trigger a workflow when the field is a roll up type?

Hi ,

You can create another field, populate that field using javascript/business rules.-

To get around this, the user has the ability to use Business Rules to update another field with the rollup field’s value. By populating another field with the information from the rollup field, you can use the change in the new field to trigger a workflow.

Please check below blog.

www.loganconsulting.com/.../Use-Business-Rules-to-Update-Values-from-Rollup-Fields

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