Re-calculate Roll-up field from JavaScript

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Posted on by Community Member

Hello Experts,

I kind of know it is not possible, but is there any supported / unsupported way to force the form to recalculate a roll-up field through JavaScript. If not possible through JS what about through a plugin?

Looking forward to hear

AbD

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Drew Poggemann 4 on at

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Hi Abu,

We have used the following in two customer implementations and it worked great!

calculaterollupfield.codeplex.com

Hope this helps.

Thanks,

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Neil Parkhurst 10,727 User Group Leader on at

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I have used the workflow tools below. (Maybe the same / similar to suggestion from Drew.)

msdyncrmworkflowtools.codeplex.com

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Community Member on at

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Thank you Drew & Neil, I will try this;

the msdyncrmwokflowtools is for 2016 I guess

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Drew Poggemann 4 on at

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Please mark verified if you can. Thanks much!

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Yadnyesh Kuvalekar 4,102 on at

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Using plugin code and CalculateRollupField message you can forcefully refresh rollup field.

This is supported way and is documented by Microsoft on MSDN. Refer below link:

[View:https://msdn.microsoft.com/en-in/library/dn817863.aspx:750:50]

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Community Member on at

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Hello Drew,

I was trying the codeplex solution and created a Synchronous WF, but getting the following error.

Sync workflow failed with error message - Unhandled Exception: Microsoft.Crm.Workflow.Services.InvalidCustomActivityExecutionException: 'ops_item' (My Custom Entity which is Parent in this scenario) entity doesn't contain attribute with Name = '100.00' (This is, in fact, the current value of the roll-up fieldI am trying to recalculate).

Have you encountered anything similar ?

Thanks in advance.

AbD

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Yadnyesh Kuvalekar 4,102 on at

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Can you provide screenshot of the workflow with propeties you are setting?

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Community Member on at

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Abu, why via JS?

You can modify the recurrence on the field to meet quick calculations. Let me know!

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Community Member on at

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Please find the screen-shot of the WF.

Item is the Parent entity which has a rollup field "Budget Allocation Percentage" which is an aggregate of all allocation percentages in the related child entity (ItemServices). This WF is written on-create event of the child entity, ItemServices

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Drew Poggemann 4 on at

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Hi Abu,

The field name is just a text area to fill in the field name. Do not have this be dynamic because it is actually pulling the value that way. Example is if my field was new_budget_allocation_percentage, that is what you should put there as the value for the FieldName.

Thanks!

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