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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Product hierarchy

Customer experience | Sales, Customer Insights,...

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Product hierarchy

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Posted on by Dev Tuteja

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Suppose I've created a product A and it has area field and value of 300 sq ft

Now I want that the child product of A should not exceed this (Area) sq ft and if some other child exist the sum should not exceed the Area of parent product A I.e 300 sq ft

How can I do it...any idea or solution you can think of?

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Virendra Agrawal 150 on at

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Hello,

There could be multiple solutions to this scenario.

1. We could achieve it by using custom plugins

Create an additional field on the parent product record (say total sum area) to keep the sum of area values from the children records. You could also use a roll-up field (but this needs to be forced to recalculate after each child record creates) or create a plugin to sum the area from children.

Create a plugin to trigger upon the creation of a child record and check if the Total area (by retrieving all existing children and a new record) exceeds the total sum are on the parent record. if yes, throw an error.

2. We could also try to use the combination of roll-up, calculated field and Sync workflow (but here we will need to ensure that roll-up is always updated).

Create a rollup field on the parent product record (say total sum area) to keep the sum of area values from the children records.

Create a calculated field to keep the remaining area value from the 'total sum area' and the main area.

Create a sync workflow to trigger on create of child record to check if the area value provided on the child record is greater than the remaining area field value on the parent. If yes, stop the workflow (which will throw an error.

Hope this helps.

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