How to automatically refresh rollup fields with Power Automate

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  • Опубликовано: 5 ноя 2024

Комментарии • 17

  • @jennytumay
    @jennytumay Год назад

    Yay she’s back!!

  • @AmazingApplications
    @AmazingApplications Год назад

    Great to have you back on RUclips, @BenitezHere! Whatcha been up to? That's for sharing this lesson on how to refresh rollup fields. We're not all born #ProDevs so this will be really helpful.

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад

      Thanks @Customery 🤗 It's good to be back. New mama bear here 🙋🏻‍♀️ - that's what I've been up to

  • @jfranciscose
    @jfranciscose 2 месяца назад

    Hey I've been following your tutorials on creating Model-Driven Apps and I'm currently developing an ERP system using this platform. I've found your videos incredibly helpful and informative.
    However, as I delve deeper into the project, I'm starting to have some concerns about the potential costs associated with Dataverse storage. I understand that 1 GB of storage is currently priced at $40 per month, but I'm struggling to grasp how much data that actually represents in practical terms, especially when considering storing invoices and receipts data (not documents), and other relevant information for an entire ERP system.
    I would greatly appreciate your insights on data usage and cost optimization and tips and I'm particularly interested in your opinion on whether proceeding with Model-Driven Apps for my ERP is the most cost-effective and efficient solution in the long run.
    Thank you for your time and expertise. I look forward to hearing from you.

  • @jassujason27
    @jassujason27 Год назад

    Missed this!!!

  • @jaydejesus9292
    @jaydejesus9292 Год назад

    Elaiza thanks so much! just what i needed!

  • @finlaywhiskard3965
    @finlaywhiskard3965 Год назад

    Hello is it possible to do calculate more than one rollup in a single request?

  • @joemillson4625
    @joemillson4625 Год назад

    Thanks Elaiza - I am struggling to understand the HTTP authentication step. Where is the 'Tenant ID' and 'Client ID' coming from?

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад

      Hi @Joe Millson, I have a link to my blog post in the description of the RUclips video where I reference that the Tenant ID is from the app registration in Microsoft Azure portal and the Client ID is from the app registration in Microsoft Azure portal. I have another WTF episode that shows where to copy these ID values from the app registration in Microsoft Azure portal - ruclips.net/video/Z1xFjmttEvY/видео.html Hope this helps. Otherwise in my blog post for this WTF episode, I do share a link to Matthew Devaney's blog post that goes through how to set up a service principal user/application user in detail too - www.matthewdevaney.com/a-visual-guide-to-power-platform-service-principal-setup/

  • @sirkato7751
    @sirkato7751 Год назад

    I don't think pre images will ever come to flows since they are async and therefor not supported. You only have pre images in sync steps.

    • @jerrygnoza7131
      @jerrygnoza7131 Год назад

      I would think one could capture the enclosing environment when queuing the event (closures?). I feel moderately discouraged Microsoft lacked the foresight to support this out of the gate. Or an easier way to invoke WebAPI Functions without all the seemingly excess auth-plumbing, as they have exposed WebAPI Actions. I'm already *in* your Flows, with other connections to your Dataverse, why make me re-invent the authentication wheel?!?! Astonishing, but that seems to have been my experience in living in the Microsoft world some of the time. Tremendous power for what you can connect to, at the expense of a lack of ability for simple and consistent, orthogonal operators to shape data.

    • @jerrygnoza7131
      @jerrygnoza7131 Год назад

      All of my complaining aside, @ElaizaBenitez, you have done a great service in creating this video explanation with clarity and thoroughness. It is good not to feel alone in the struggle with these things, and also to save a lot of effort going down rabbit-holes and consigning myself instead to learning plugin/SDK methods. I know We've used one out of the box, msdyncrmWorkflowTools.CalculateRollupField. I had high hopes to get away from using plugins but at least this one hasn't been developed as a custom in-house plugin resisting updates. And i'd idealism around "well this will be easy, just invoke CalculateRollupField WebAPI Function!". I just didn't know how hard they'd make it to invoke (whoops, back to complaining...!). I would like to investigate further whether this out-of-the-box plugin properly supports pre and post images via the SDK as you mentiond.

  • @geralddahl9159
    @geralddahl9159 Год назад

    Thx, Elaiza (and congrats RE parenthood!). Any tips (video links) for someone like me still struggling to configure rollup? ACCOUNT CONTEXT: Account has rs (raw score) decimal number field. Each Account record also has Primary Contact and a Parent Account. And finally, each of these Account rows also has additional rs fields (rs1, rs2 etc). Can a rollup be made to add rs, rs1, rs2? OVERALL CONTEXT: Teacher Tom Thumb creates student Stew Scholar in Contact entity. Teacher Tom Thumb creates Account for a course where Creative Computer is the Account Name. Tom Thumb then creates new Account Row with Stew Scholar as Primary Contact and Creative Computer as Parent Account. Stew scores 0.00,1.00,2.00 respectively for each raw score. Tom Thumb second Contact for new student Nancy Nice and creates third Account row with Nancy as Primary Contact and Creative Computer as Parent Account. Nancy earns raw scores 1.00,2.00,3.00. DESIRED RESULT: Rollup field returns 3.00 for Stew and 6.00 for Nancy. IS THIS DOABLE? or, should I use flow? (Sorry for the long, perhaps unrelated question.)

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад

      Hi thanks for the question. Which record would the rolled up value be in? Is it the Account or Parent Account record?

    • @geralddahl9159
      @geralddahl9159 Год назад

      @@ElaizaBenitez, the value to be rolled-up/summed is in the child account that points to a parent account. (Hope that’s clear - and, if not, please know that I solved my problem using Fx fields - but, if you are able to offer further rollup clarity around what I have attempted to describe, great!) PS - just re-watched your avoid apply to each video - thx for all your excellent contributions.

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад +1

      Ah, OK your use case is not supported as the rollup is is from child to parent records. The child account rollup field would not be able to get the RS field from the parent account. But that's awesome that you solved your problem using Power Fx columns! Other people in the community may be after the same pattern. You should do a LinkedIn post/blog post on it. If you do, let me know and I'll promote your post.

    • @geralddahl9159
      @geralddahl9159 Год назад

      @ElaizaBenitez thanks for your encouraging reply. I don't have a lot of LinkedIn skills, but if/when I'm able to share more about my Fx steps I will let you know. And, as a result of all the thinking this interaction stimulated, I'm confident I understand the use case/application steps for standard rollup field design. Thanks and stay well.