Tag Archives: Rollup Fields

CRM 2015 Online Update 1 – Rollup Fields and Business Rules enhancements

Starting with Rollup Fields, we can now perform calculations using the AVG operator and aggregating data across all activities related to a record. On this example. I created a field that calculates the average time to complete activities for one account

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Let’s enable this rollup field and create 3 activities totaling an “actual duration” of 120 min  upon completion…

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The Rollup Field calculated an average of 40 min spent to complete each activity.

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Another new feature is the ability to “clear” a field using Business Rules.

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Here is a very simple example. I created this rule to “clear” the phone field if the value entered on the account name is equal “anonymous”.

First create an account using a normal account name:

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After changing “Account Name” value to “anonymous”, the rules kick and clear the value of the “phone” field.

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