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How to do aggregate and calculate rollup datahe explains how to configure a rollup field. Before configuring a rollup field, it is a good idea to review the many business scenarios and considerations outlined by Microsoft. One important consideration is the rollup calculation frequency.
For each entity that contains a rollup field, a recurring system job is automatically created to asynchronously calculate the rollup.
To view the system jobs: Change the view to Recurring System Jobs. The maximum recurrence setting is 1 hour. While this is useful, there may be scenarios where a rollup field needs to recalculate as the child records are being created, updated, and deleted.
Using the SDK, you can easily create a plugin or custom workflow activity to automatically recalculate a rollup field.
You have created a custom entity named Payment. The payment entity is a child of the invoice entity. On the invoice entity, you have a rollup field named Total Amount Paid.
The rollup sums all payments related to the parent record. Also on the invoice entity, you have a calculated field named Balance Remaining. The notification must reflect the latest balance Invoice Customizations Since the notification must reflect the latest data, we cannot assume the system job has executed.
Also, if the notification is automatically sent, we cannot assume the user has manually refreshed the rollup. Using the SDK, we can create a custom workflow activity to calculate the rollup value prior to sending the email notification.
Custom Workflow Activity Code The custom workflow activity requires two inputs: Once the new CalculateInvoiceRollupField class is registered, it can be called from a workflow. For an example, please reference the screenshots below. Contact our professionals for more information on our services at How can we help you?
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