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Microsoft Dynamics CRM (Archived)

Trigger Workflow When Rollup Field Changes

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I have a rollup field that calculates a 'Score' on the Contact entity by performing a SUM on a child entity.

When the score reaches a certain threshold, I want to capture the current date in a date field. Usually, I would simply create a workflow to start when the 'Score'  field changes and update the date field with the process execution time.

However, it seems it is not possible to have a workflow triggered by a change to a rollup field. The same seems to apply to business rules.

I am struggling to find a way around this but feel there will surely be a way to make this work. I'd appreciate if anyone has any ideas of a workaround, maybe a plug-in they have come across that I could try?

Thanks in advance for any input!

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    This is limitation of rollup fields - they can't trigger workflow or plugin. When I need combination of rollup and workflow/plugin triggering I use regular field plus plugins that handle create/update/delete of child entity to do rollup calculation.

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi,

    Write a plugin on your child entity create/Update  , in the plugin perform the SUM  to update the  parent entity field as well as check the threshold and capture the current date plugins itself.

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