Home > MS CRM 2011, MS crm 2013, Uncategorized > MS CRM 2011/2013 : Polymorphic Data Rollup Workflow Activity ( 1:N )

MS CRM 2011/2013 : Polymorphic Data Rollup Workflow Activity ( 1:N )


Has we come across lot of times to rollup data from all child records to Parent record ( N:1) , created generic Data Rollup workflow activity to solve this problem.

Scott Polymorphic Input Parameter helped to achieve this.  

https://community.dynamics.com/crm/b/develop1/archive/2014/08/02/polymorphic-workflow-activity-input-arguments.aspx

 

The logic of this workflow is very simple.

It  takes following parameters as Input in the Workflow activity and rollup’s the data from child records to Parent record.

1. Dynamics Record URL ( Parent Record)

2. Logical Name of the Parent Entity

3.Lookup Attribute name of the Parent entity in child entity

4. Include only child records with set of statuses

5.Include only child records with set of Status reasons.

6. Parent and child Attribute names to rollup data  ex :  {ParentAttribute1 :  ChildAttribute1},{ParentAttribute2:ChildAttribute2}

Each pair represents the rollup filed in the parent record and child record. You can add as many rollup fields you want as long as Parent field name is unique. I mean parent attribute name should not duplicate.

You can use this workflow activity in Back-ground process as well on Real-time workflow to Rollup Sum into parent record immediately.

At present this workflow only supports Sum of fields and updating parent record with the same.

Supported data type for rollup attributes  are

1. Whole Number , Decimal , and Float

2. Currency.

You can find managed solution ,Dll and Source code in Codeplex

https://crm2013genericdatarollupworkflow.codeplex.com/releases

 

 

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  1. natraj
    October 28, 2014 at 9:00 pm

    is the codeplex project not published?

    • October 28, 2014 at 9:14 pm

      Still i’m working on uploading the Source code so Hold on..

    • October 28, 2014 at 11:23 pm

      Raj,

      Project is published in codeplex now .
      Thanks

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