Dynamics Community Forum Thread Details

Calculate Field

Hello CU31101219-0,

You're looking to create a calculated field on the Quote Product entity that retrieves a value from a related Account record. This is a common requirement and can be achieved using calculated fields in Dynamics 365. Here's a step-by-step guide:

Understanding the Relationship:

Account to Quote: There's a direct relationship between the Account entity and the Quote entity.

Quote to Quote Product: There's a direct relationship between the Quote entity and the Quote Product entity.

Therefore, you can navigate from Quote Product to Quote to Account.

Steps to Create the Calculated Field:

Navigate to Quote Product Customizations:
- Go to Settings > Customizations > Customize the System.
- Expand Entities and select Quote Product.
- Click on Fields.

Create a New Calculated Field:
- Click "New" to create a new field.
- Display Name: Give your field a descriptive name (e.g., "Account Concatenated Name from Quote").
- Name: The system will generate a logical name.
- Field Type: Select "Calculated."
- Data Type: Select "Single Line of Text" (or whatever data type matches your "Concatenate Account Name" field).
- Click "Edit."

Define the Calculated Field Logic:
- In the calculated field editor, you'll define the logic to retrieve the value.
- Condition: You can add a condition if needed (e.g., if the Quote is active). If not needed, skip this step.
- Action:
  - Click "Add Action."
  - In the expression box, use the following syntax:
    - Quote.accountid.concatenate_account_name
    - Explanation:
      - Quote: This navigates to the related Quote record.
      - accountid: This navigates to the related Account record from the Quote.
      - concatenate_account_name: This retrieves the value from the "Concatenate Account Name" field on the Account.
  - Click "Save and Close."

Add the Field to the Quote Product Form:
- Navigate to the Quote Product form.
- Add the newly created calculated field to the form.
- Save and publish the form.

Publish Customizations:
- Publish all customizations.

Important Considerations:

Relationship Existence: Ensure that the relationships between Quote Product, Quote, and Account are correctly configured.

Field Names: Double-check the logical names of your fields and entities.

Data Types: Ensure that the data types of the calculated field and the source field match.

Performance: For very large datasets, calculated fields can have a performance impact. Consider using other methods (e.g., plugins) if performance is critical.

Null Values: If the related Account or Quote record is null, the calculated field will also be null. Consider adding conditions to handle null values.

Example Scenario:

If your account field is called "new_concatenateaccountname" then your calculated field action would be:
- Quote.accountid.new_concatenateaccountname

By following these steps, you can successfully create a calculated field on the Quote Product entity that retrieves the "Concatenate Account Name" value from the related Account record.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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