I want to count records under a specific condition and store that value into a field

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Posted on by Community Member

Hello everyone!

I have a Transfer entity which has a field Type , between Transfer and Maintenance.

I want to count only those records that are of type Maintenance and store it to a field such as Times of Maintenance.

I tried with Rollup but it doesn't work since it only counts records of that entity. I thought about workflow but i need to initiate the field to have value of 0 the first time and then to increment it . How do i put value 0 for the first time?

Any ideas?

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Community Member on at

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You can do it using workflow by and on create of record set value to 0.

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Georgy on at

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You can configure filtering in Rollup field so that it would only count particular entities.

if not I would recommend to write you a plugin with fetchxml aggregations rather than doing it through workflow.

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Community Member on at

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I have two entities which are related , Items and Transfers

What if i want to count the transfers for each item.

What format should my xml be?

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Shidin Haridas 3,497 on at

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Hi Shak,

The field in question 'Times of Maintenance', is the field on the Transfer entity as well?

You will not be able to use the rollup feature if that is the case.

Instead of using a workflow, you can have a plugin registered on Create / Update (Filtering attr: Type), which does the processing and updates the record accordingly.

That being said, please do re-consider if you need to store calculated values in the DB rather than recalculating them dynamically, when required.

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Community Member on at

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Refer this:

community.dynamics.com/.../147466

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ansrikanth 3,115 on at

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If you just want to count all transfers for an Item, Just use rollup field - that is the purpose of rollup fields. If you want to count Maintenance type differently and Transfers differently then you can use Filter option in rollup fields.

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Community Member on at

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It worked thanks a lot ! I somehow missed the filtering in the Rollup field when i tried it before

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