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ricfernandes
Regular Visitor

Force rollup fields calculation

Dear community,

I'm creating a POC for a client for them to decide whether to go for the Power Platform for replacing a legacy application. The strategy is to use the model-driven approach as far as possible, thus the end result will be a set of business entities which will be manipulated by one or more model-driven apps.

The biggest blocker point so far is that I need several rollup fields to be calculated as soon the data is entered in the entities they refer to. I know we can go to each rollup field and force the value to be updated in the model-driven app directly by hitting the "Update" button that appears next to the field. The thing is that the client wants to have a single button to update all rollup field at once.

Is there a way of doing that? Thanks in advance!

1 ACCEPTED SOLUTION

Accepted Solutions
tschopp
Advocate III
Advocate III

The author of "Dynamics 365 Workflow Tools" has released an entity neutral version called "Power Platform Workflow Tools".  It's a new project that excludes classes with dependencies on Microsoft Sales and Customer Service.  It deploys into a stock Power Platform environment.

 

https://github.com/james-tekstack/Dynamics-365-Workflow-Tools/releases/tag/1.0.61.1

View solution in original post

11 REPLIES 11
HSheild
Super User
Super User

Hi @ricfernandes 

 

You can use a CDS workflow that triggers on the update of any of the fields on the child entity that need to roll-up to the parent entity.  Use the community developed Dynamics 365 Workflow Tools solution and call the Force Calculate Rollup Field workflow activity to trigger the rollup calculation to run.

 

Link to the solution and documentation below

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Force%20Calculate%20Roll...

 

This solution is not the button that you are looking for but may still meet your requirements by recalculating the roll-up fields as the data is entered into the child entity records.

Hi @HSheild

 

Thank you very much for your reply.

 

I'm not familiar with Dynamics 365 workflows, thus I'm not sure if the solution can be used as-is in Flow for Power Apps. I will give it a try and let you know about the result.

 

Cheers!

The previous suggestion only works with a Dynamics 365 workflow, rather than a Flow (Power Automate), but that shouldn't stop you using it 

Thanks @DavidJennaway ,

 

That means that the client would need to buy an extra license in order to be able to use Dynamics 365 workflows, right?

I don't think you need an additional license to use Dynamics 365 workflows. Based on https://powerapps.microsoft.com/en-us/pricing/ , 'custom real-time workflows' refers to Dynamics 365 workflows, and applies to either plan

If you have licensing for Model-driven apps then that means you are working on the Common Data Service (CDS). CDS has a workflow tool built in which is Dynamics 365 workflow. CDS workflow and Dynamics 365 workflow are one in the same. However, completely different from Power Automate (Flow) 🙂 I hope that makes sense.

Hello my friends,

I have the same challenge.

I have a product grid with all customized fields with quantity * price calculations, but I would like to know how I can calculate the total value for all products added to the grid? In the attached example, I would like to sum all the total values of each product, I tried to do this with Rollup but the custom field I created to add is not listed in the options with SUM 😭

 

I use the Common Data Services solution on my Dynamics 365 and I have Microsoft Power Automate Premium but I haven't figured out how to solve this challenge if anyone can help me I will be super grateful! 🙏

Hi @HSheild 

 

This is exactly what I am looking for. However,  the solution fails to import since some of the workflow tools relate to specific Dynamics 365 entities (and I have a Power Apps environment without Dynamics 365). See this extract from the error log:

"Plugin Assemblies import: FAILURE. Error: Plugin: msdyncrmWorkflowTools, Version=1.0.61.1, Culture=neutral, PublicKeyToken=416e876b9bee261e of PluginTypeName: Microsoft.Crm.Entities.PluginType and PluginTypeNode:  caused an exception.: Plugin Types import: FAILURE. Error: Plugin: msdyncrmWorkflowTools, Version=1.0.61.1, Culture=neutral, PublicKeyToken=416e876b9bee261e of PluginTypeName: Microsoft.Crm.Entities.PluginType caused an exception.: Invalid CrmReferenceTarget: The entity list doesn't exist. Property: Marketing List"

 

Is there a way to import just the "Force Calculate Rollup Field" tool (hopefully as a packaged solution, nicely zipped up)?

 

Thanks

Hi, that is annoying. I am not aware of there being a non-Dynamics version for a Power Apps environment. It would be worth reaching out to the person who created this Solution on GitHub and see if it is something they would consider doing

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