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Hello, we are having trouble getting a rollup sum for all Activities under Campaign. We are trying to get a count of all activities from regarding. It seems to be possible from this Microsoft article. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollup-fields
Below please see our current setup.
Here is a view of the Activities we are trying to roll up to the Campaign.
Here is a ss of Campaign showing the roll up is not working.
Any help would be appreciated.
Hi CSGATX,
Could you check if the record of Regarding field of activities is the Campaign record you are looking at?
In addition, activities related to this Campaign will appear in the timeline, and you can use this to check the number of activities.
Hi,
I have created same rollup field on my crm instance and it is working as expected.
1. Make sure you have created the field as Whole Number field data type.
2. Please click Recalculate button to calculate roolup field sync
3. Add Total activities (State) field on the form along with last updated and Total activities. Check my image screenshot. State field will tell you the reason of failure.
| 0 => NotCalculated | The field value is yet to be calculated. |
| 1 => Calculated | The field value has been calculated per the last update time in _date field. |
| 2 => OverflowError | The field value calculation resulted in overflow error. |
| 3 => OtherError | The field value calculation failed due to an internal error. The following run of the calculation job will likely fix it. |
| 4 => RetryLimitExceeded | The field value calculation failed because the maximum number of retry attempts to calculate the value was exceeded due to high number of concurrency and locking conflicts. |
| 5 => HierarchicalRecursionLimitReached | The field value calculation failed because the maximum hierarchy depth limit for the calculation was reached. |
| 6 => LoopDetected | The field value calculation failed because a recursive loop was detected in the hierarchy of the record. |
Rollup fields are asynchronous in nature, they will take sometime to run and update. Did you try clicking on Refresh button (Calculate button just before the label) and check?
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