web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Auto-updating of Roll-up fields

(0) ShareShare
ReportReport
Posted on by

I have created a roll-up field to record the date someone last attended a "Meet the Dean" webinar in association with ClickDimensions/GoToWebinar add-on to CRM 2015. Essentially it simply updates the contents of this date field with the date a participant actually joined the webinar.

It works fine, successfully updating the field with the correct date if a person actually joined the Webinar. The only problem is the obvious one, due to the nature of the way roll-up fields work, I have to go into each CRM record of an attendee and click on the "refresh" icon for the Meet the Dean field and it successfully sucks the date the individual actually joined the webinar into the Meet the Dean field.

My question, is there any magic way to force CRM to refresh that field automatically? The ideal would be to do a "select all" from a view screen and then edit that filed, but unfortunately that field is automatically locked and cannot be edited in this fashion.

Any ideas on how to make this work the way I would like, or a better approach in the first place?

*This post is locked for comments

I have the same question (0)
  • awalters Profile Picture
    3,079 on at

    As far as I can tell (and I'll happily be corrected here, because it would make my life so much easier), there's no OOTB way to do this.  There is however a free plugin someone has created, which gives you the ability to add a real-time workflow to update the rollup field.  The plugin can be found at https://msdyncrmworkflowtools.codeplex.com/ .

  • Verified answer
    Community Member Profile Picture
    on at

    Roll up fields do update automatically, but asynchronously every hour, and only for parents of child records that have actually changed. If you want to see results being updated in real time then you might be better off using a real time workflow, since you only need a single value to be updated from one child record to a parent record.

    So if a webinar record is updated (eg to change status to "attended" or "joined") you can check if the attendee record meeting date is earlier than then webinar date already recorded and if so, update it with the new date.

  • awalters Profile Picture
    3,079 on at

    Assuming by automatically, you meant automatically on change, and not automatically the next time the workflow happens to run...:-)   If you just meant the latter, then as the above poster says, it does happen automatically.  But not real-time, which is the dealbreaker for us.

  • Community Member Profile Picture
    on at

    Thanks, guess I just needed to be a little bit more patient.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans