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Microsoft Dynamics CRM (Archived)

Rollup field not refreshing

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Posted on by 390

Hi

I have a rollup field which re-calculates every hour. If i do an advanced find the field does contain a value, but when i open the form the field is blank and i have to click the little refresh icon to show the number?

Is there anyway to have this auto refresh when the form loads? it is a real pain for the users.

Thank you.

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  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: Rollup field not refreshing

    If you have some logic which runs on the form load (opening a form), then it wont trigger unless you open the form. For this achieve without opening a form, you need to write some kind of scheduler which does the same operation which you do it on form load.

  • 2015crm Profile Picture
    390 on at
    RE: Rollup field not refreshing

    Bit confused, but i just need it to trigger and refresh when i open the form.

    It is refreshing in the background as i can see the value in an advanced find, however the field on the form is empty until i click the refresh icon.

    This rollup field is counting how many open activities there are and the record cannot be deactivated until the field equals zero.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    6,211 on at
    RE: Rollup field not refreshing

    Hi,

    Please check below link :

    www.fmtconsultants.com/calculating-dynamics-crm-rollup-fields-demand

    Thanks,

    Shahbaaz

  • Vipin J Profile Picture
    1,603 on at
    RE: Rollup field not refreshing

    I am not sure about the solution here, but would like to share my little RnD about Roll-up fields
    https://vjcity.blogspot.com/2019/06/dissecting-rollup-fields-in-dynamic-365.html

  • fran2105 Profile Picture
    416 on at
    RE: Rollup field not refreshing

    I'm having a similar issue to this, where the rollup field is not refreshing every 12 hours (only updates when hitting the recalculate button).

    Did you manage to find the root cause of the problem/solution for this?

  • Suggested answer
    AbdulBasit545 Profile Picture
    30 on at
    RE: Rollup field not refreshing

    Follow the article. He has explained it with example

    mrabdulbasit1999.medium.com/update-rollup-field-at-onload-event-in-dynamics-365-using-javascript-a0a4e650d1d8

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