CRM 2011 Aggregates in Workflows

Posted on 2011-10-24
Last Modified: 2012-05-12
In Dynamics CRM 2011 I would like to create an aggregate or sum value from values stored in a handful of fields, divide them by a fixed number, and place the result in another field.

What is the best way to accomplish this?
Question by:rdracer58
    1 Comment
    LVL 29

    Accepted Solution

    You can perform simple math on numeric fields using dynamic values in the form assistant.

    You will need one workflow step per field that you need to add to the resultant field. Select an Update record action in the workflow. In the Update record window click on the field that will receive the result and the use the increment by operator in the form assistant, and then select the first field to add to the result.

    Create additional workflow steps for each field that needs to be added to the result and then one final step to multiply the field by 1/(your fixed number) (there isn't a divide action).

    Hope this makes sense and helps.

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