Calculated Rollup Fields

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Posted on by tnohelty

I have created a field on a form that is a questionnaire. The questions are in a sub form. The user will answer Yes or No to each question and the rollup field will calculate the number of answers that have been answered Yes. The field is working correctly, but it does not calculate immediately after I press save. I have to click the refresh button next to the field and then the field calculates correctly. Is there some way to configure the system to recalculate the rollups when the save button is clicked or when the record is changed as an answer is keyed?

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Radu Chiribelea 6,667 on at

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Hi Tom,

Rollup fields are calculated asynchronously - see msdn.microsoft.com/.../dn817863.aspx

Seems there is a CalculateRollupField message that developers can use to calculate a rollup attribute value on demand - maybe that can help?

There is also a similar thread, that has some further details community.dynamics.com/.../147140

Another way that you can achieve a similar outcome, is to use Synchronous Plug-ins, instead of rollup fields - that perform this calculator.

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ashlega 34,477 on at

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Hi,

you can also try this kind of workflow solutions to calculate rollup fields:

github.com/.../Dynamics-365-Workflow-Tools

(actually, all those solutions iwll be using the request mentioned by Radu above.. but that's if you don't want to develop your own code)

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Community Member on at

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Hi,

if you want to see it right away you will need to develop some client-side code, i.e. Javascript function to calculate your rollup filed.

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Yusi 100 on at

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This problem requires two step solution.

First you need to invoke the CalculateRollupField either via JS or C#.

For your requirement, since you need to see the results immediately, I suggest use JavaScript.

The following JS code will trigger your roll up field recalculation

function CalculateRollupField(EntityName, recGuid, RollUpFieldName)

{
recGuid = recGuid.replace("{", "").replace("}", ""); // String Guid

var HttpReq = new XMLHttpRequest();

HttpReq.open(this.method, this.url, true); // Need this to initiate the request

HttpReq.setRequestHeader("OData-Version", "4.0");

HttpReq.setRequestHeader("OData-MaxVersion", "4.0");

// Double Check your API URL, may differ for v9.0
HttpReq.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/" + "CalculateRollupField(Target=@p1,FieldName=@p2)?" + "@p1={'@odata.id':'" + EntityName + "(" + recGuid + ")'}&" + "@p2='" + RollUpFieldName + "'", true);

HttpReq.onreadystatechange = function ()

{

if (this.readyState === 4)

{

HttpReq.onreadystatechange = null;

if (this.status === 200)

{

var results = JSON.parse(this.response);

}

else

{

Xrm.Utility.alertDialog(this.statusText);

}

}

};

HttpReq.send(JSON.stringify({}));

}

// You can then retrieve the updated value via JS API call (or fetchXML) & use XRM commands to replace the updated value in the form to display it to user right away

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