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Update Calculated Fields without Opening Record

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There are many situations in which it would be useful to update information in a record without opening the record - age, interest calculations, days outstanding, for instance - so reports can be run accurately. I have onload and onchange events that run the calcs on individual records, but I'd like to do this enmasse, without opening each of several thousand records. It seems workflows won't do it. Is there a way to accomplish this? I guess I could imbed the calcs in a report and do it that way. Any other thoughts?

Thanks!

Susan
Susan

Monday, November 9, 2009 10:34 PM

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Hi Susan,

Two options.

a. extend the workflow to allow you to do more calculations. This ms accelerator may be sufficient or you may need additional code to extend the crm workflow operation available. This gives you a 'calculator' option: field a * field b or .1 * field a, etc.
http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=26691

b. sql script to update the calculated fields and scheduled it to run periodicaly.

thx,
Alex Fagundes - www.PowerObjects.com
- Proposed as answer by Alex Fagundes - PowerObjects Monday, November 9, 2009 11:20 PM
- Marked as answer by Donna EdwardsMVP Sunday, November 15, 2009 4:53 PM
Monday, November 9, 2009 11:20 PM