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Microsoft Dynamics 365 | Integration, Dataverse...
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Fill calculated field with child field query

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Posted on by 5

Version = Dynamics 365 Cloud (latest)

I have a 1:N relationship between 2 custom entities, Project:Application

In my Application entity I have a 1:N lookup field relating the Application to a "Funding Intake".

I also have a status field in Application that records 'funded' and 'not funded' as an Option Set.

I would like to create a new field in my Project entity called "Funded by XYZ Fund", and fill it with yes/no OR count

==

I tried creating a calculated field in Project , but I can't access child/related entities (like Application) to add any logic.

I tried creating a rollup field in Project, but it does not like to COUNT the lookup field. Though it seems to be able to COUNT an Option Set...

==

Any suggestions? Javascript?

I have the same question (0)
  • LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    1.Calculated field could only use self entity fields and parent entity fields, child entities are not supported in this field, it is by design cause you could not special the child record you need.

    2.Roll up field is calculated by look up field (relationship), like you could roll up all the child application records on your project record, so what does "but it does not like to COUNT the lookup field" mean?

    Roll up field is only supported to collect child records on parent entity.

    I'm not very clear about your requirement, could you share your complete requirement for us?

    Regards,

    Leo 

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