If you need to update/re-calculate a rollup field by manually or by a condition you can use the below code to create a custom Workflow Activity for yourself. Then use this WF Activity in a workflow based on your business requests.🥳
The best part of this code is, you can use any entity and rollup field you want. It is totally dynamic.🥳
You will have 2 Input parameters.
- RollupFieldName: Obviously, this is the name of your rollup field like “new_myrollupfield”
- Record URL: Recourd URL(Dynamic) parameter of your record.
This code retrieves the entity name and ID by Record URL then executes the CalculateRollupFieldRequest.
using System;
using System.Linq;
using System.Activities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata.Query;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;
namespace D365_Core_Workflows.WorkflowActivities
{
public class CalculateRollupField : CodeActivity
{
[RequiredArgument]
[Input("RollupFieldName")]
public InArgument<String> RollupFieldName { get; set; }
[RequiredArgument]
[Input("Record URL")]
public InArgument<String> RecordURL { get; set; }
#region Service Parameters
private ITracingService tracingService;
private IWorkflowContext context;
private IOrganizationServiceFactory serviceFactory;
private IOrganizationService service;
#endregion Service Parameters
protected override void Execute(CodeActivityContext executionContext)
{
#region Initializing Services
try
{
tracingService = executionContext.GetExtension<ITracingService>();
context = executionContext.GetExtension<IWorkflowContext>();
serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
service = serviceFactory.CreateOrganizationService(context.UserId);
tracingService.Trace("Services are initialized.");
}
catch (Exception e)
{
throw new InvalidOperationException($"There was an error during initializing the services: {e.Message}");
}
#endregion Initializing Services
#region Parameters
tracingService.Trace("Reading Input Parameters");
var fieldName = this.RollupFieldName.Get(executionContext);
var recordURL = this.RecordURL.Get(executionContext);
if (string.IsNullOrEmpty(fieldName) || string.IsNullOrEmpty(recordURL))
throw new InvalidPluginExecutionException("Input parameters cannot be null!");
#endregion Parameters
#region Formatting Parameters
tracingService.Trace("Starting Formatting Parameters");
string[] urlParts = recordURL.Split('?');
if (!urlParts.Any())
throw new InvalidPluginExecutionException("Input URL is incorrect! Please contact with your System Administrator.");
string[] urlParameters = urlParts[1].Split('&');
int parentObjTypeCode = Convert.ToInt32(urlParameters[0].Replace("etc=", ""));
string recordId = urlParameters[1].Replace("id=", "");
if (string.IsNullOrEmpty(recordId))
throw new InvalidPluginExecutionException("Input URL is incorrect! Please contact with your System Administrator.");
tracingService.Trace("Ending Formatting Parameters");
#endregion Formatting Parameters
#region Calculate Rollup
tracingService.Trace("Starting Calculating Rollup");
string ParentEntityName = GetEntityNameFromTypeCode(parentObjTypeCode);
CalculateRollupFieldRequest calculateRollupFieldRequest = new CalculateRollupFieldRequest()
{
FieldName = fieldName,
Target = new EntityReference(ParentEntityName, new Guid(recordId))
};
_ = (CalculateRollupFieldResponse)service.Execute(calculateRollupFieldRequest);
tracingService.Trace("Ending Calculating Rollup");
#endregion Calculate Rollup
}
public string GetEntityNameFromTypeCode(int objectTypeCode)
{
MetadataFilterExpression entityFilter = new MetadataFilterExpression(LogicalOperator.And);
entityFilter.Conditions.Add(new MetadataConditionExpression("ObjectTypeCode", MetadataConditionOperator.Equals, objectTypeCode));
EntityQueryExpression entityQueryExpression = new EntityQueryExpression()
{
Criteria = entityFilter
};
RetrieveMetadataChangesRequest retrieveMetadataChangesRequest = new RetrieveMetadataChangesRequest()
{
Query = entityQueryExpression,
ClientVersionStamp = null
};
RetrieveMetadataChangesResponse response = (RetrieveMetadataChangesResponse)service.Execute(retrieveMetadataChangesRequest);
EntityMetadata entityMetadata = (EntityMetadata)response.EntityMetadata[0];
return entityMetadata.SchemaName.ToLower();
}
}
}
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