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ReportHow to add the total quantity of products in word template, please see the below word template which is taken for printing purpose
Kindly help.
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How to add the total quantity of products in word template, please see the below word template which is taken for printing purpose
Kindly help.
Hi Ashik,
You need to create a field for the Quote entity to summarize the quality of the quote products, so it should be the rollup field.
The rollup field won't be calculated in time, so we'll use the workflow to make it recalculate each time quote is updated. (This workflow is a custom workflow and you must not write code.)
Alternatively, we can set the refresh time of the rollup field, which can be as short as 1 hour.
1. Create a rollup field.
Create a new field for the Quote entity, Date Type is Decimal Number, and Field Type is Rollup.
Edit its rollup logic. Related: Quote Lines(Quote).SUM of Quantity.
Place this field on the quote form and test it. You need to click on the calculator icon and click Recalculate to make it effective.
2. Create a custom workflow.
The SDK contains the class “CalculateRollupFieldRequest” that can force the calculation to occur on a specific record without having to wait until the scheduled recalculation job runs. Using this class is as simple as passing in a target EntityReference and the rollup field on the Entity.
Please refer to the following two blogs with sample code.
Or you can download the workflow tool to use directly.
Please refer to this post: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/273683/word-template-sums-calculations
3. Set the refresh time of the rollup field.
This is a codeless way to have the rollup field refresh every hour.
Please refer to this blog: https://community.dynamics.com/365/b/sachinbansalmicrosoft/posts/dynamics-365-rollup-fields-important-points
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