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Custom Entity Associated View with Sum RRS feed

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    We have a custom entity that is associated with an Account.  The custom entity has a number column (e.g. cost). 

    How can I create a view of accounts that include custom entities where the sum of all "cost" entities > some value

      

    Haroon

    Sunday, August 4, 2013 6:23 PM

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    Hi,
    you need to add a field inside account entity that will hold the sum of the custom entity values (the sum can be done using a plugin)

    After you can create the view filtering on this new field.

    My blog: www.crmanswers.net

    Sunday, August 4, 2013 6:27 PM
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    Keeping a another field seems like a hack, as now every time a custom entity is added/updated/deleted I would have to run the custom plugin.  If the custom entities are being changed often I would also pay a performance hit.

    Is there no way to do a linked FetchXML in the view - I rather customize the FetchXML.  

    Has someone solved the problem using FetchXML?

    Haroon

     

    Haroon

    Sunday, August 4, 2013 6:32 PM