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Rollup Field (RollupField) table/entity reference

Field to be rolled up to calculate the actual and in-progress values against the goal.

Messages

The following table lists the messages for the Rollup Field (RollupField) table. Messages represent operations that can be performed on the table. They may also be events.

Name
Is Event?
Web API Operation SDK for .NET
Create
Event: True
POST /rollupfields
See Create
Create records
Delete
Event: True
DELETE /rollupfields(rollupfieldid)
See Delete
Delete records
Retrieve
Event: True
GET /rollupfields(rollupfieldid)
See Retrieve
Retrieve records
RetrieveMultiple
Event: True
GET /rollupfields
See Query data
Query data
Update
Event: True
PATCH /rollupfields(rollupfieldid)
See Update
Update records
Upsert
Event: False
PATCH /rollupfields(rollupfieldid)
See Upsert a table row
UpsertRequest

Properties

The following table lists selected properties for the Rollup Field (RollupField) table.

Property Value
DisplayName Rollup Field
DisplayCollectionName Rollup Fields
SchemaName RollupField
CollectionSchemaName RollupFields
EntitySetName rollupfields
LogicalName rollupfield
LogicalCollectionName rollupfields
PrimaryIdAttribute rollupfieldid
TableType Standard
OwnershipType None

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

DateAttribute

Property Value
Description Select a date field for the selected record type, such as Actual Closed Date for the Opportunity record type. A record participates in the goal rollup, if the selected date falls between the start date and the end date for the goal.
DisplayName Date Field
IsValidForForm True
IsValidForRead True
LogicalName dateattribute
RequiredLevel ApplicationRequired
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

EntityForDateAttribute

Property Value
Description Select the record type that contains the date field that will be considered while rolling up data to the goal.
DisplayName Record Type
IsValidForForm True
IsValidForRead True
LogicalName entityfordateattribute
RequiredLevel ApplicationRequired
Type EntityName

GoalAttribute

Property Value
Description Select a rollup field where the metric rollup data will be displayed in the goal. The options are an integer or money, depending on the Metric Type you chose for the goal metric.
DisplayName Rollup Field
IsValidForForm True
IsValidForRead True
LogicalName goalattribute
RequiredLevel ApplicationRequired
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

ImportSequenceNumber

Property Value
Description Sequence number of the import that created this record.
DisplayName Import Sequence Number
IsValidForForm False
IsValidForRead True
LogicalName importsequencenumber
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -2147483648

IsStateParentEntityAttribute

Property Value
Description Tells whether the state or status belongs to the parent entity.
DisplayName Is State/Status From Parent Entity
IsValidForForm False
IsValidForRead True
LogicalName isstateparententityattribute
RequiredLevel None
Type Boolean
GlobalChoiceName rollupfield_isstatefromparent
DefaultValue False
True Label Yes
False Label No

MetricId

Property Value
Description Unique identifier of the goal metric associated with the rollup field.
DisplayName Goal Metric
IsValidForForm False
IsValidForRead True
LogicalName metricid
RequiredLevel ApplicationRequired
Type Lookup
Targets metric

RollupFieldId

Property Value
Description Unique identifier of the rollup field.
DisplayName Rollup Field
IsValidForForm False
IsValidForRead True
LogicalName rollupfieldid
RequiredLevel SystemRequired
Type Uniqueidentifier

SourceAttribute

Property Value
Description Type the name of the field that the data for the goal rolls up from.
DisplayName Source Field
IsValidForForm True
IsValidForRead True
LogicalName sourceattribute
RequiredLevel ApplicationRequired
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

SourceEntity

Property Value
Description Type the name of the record type (entity) that the data for the goal must roll up from.
DisplayName Source Record Type
IsValidForForm True
IsValidForRead True
LogicalName sourceentity
RequiredLevel ApplicationRequired
Type EntityName

SourceState

Property Value
Description Select the state of the records you want to use as the source of the rollup data for the metric.
DisplayName Source Record Type State
IsValidForForm True
IsValidForRead True
LogicalName sourcestate
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -2147483648

SourceStatus

Property Value
Description Select the status of the records you want to use as the source of the rollup data for the metric.
DisplayName Source Record Type Status
IsValidForForm True
IsValidForRead True
LogicalName sourcestatus
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -2147483648

TimeZoneRuleVersionNumber

Property Value
Description For internal use only.
DisplayName Time Zone Rule Version Number
IsValidForForm False
IsValidForRead True
LogicalName timezoneruleversionnumber
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -1

UTCConversionTimeZoneCode

Property Value
Description Time zone code that was in use when the record was created.
DisplayName UTC Conversion Time Zone Code
IsValidForForm False
IsValidForRead True
LogicalName utcconversiontimezonecode
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -1

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

CreatedBy

Property Value
Description Shows who created the record.
DisplayName Created By
IsValidForForm True
IsValidForRead True
LogicalName createdby
RequiredLevel None
Type Lookup
Targets systemuser

CreatedOn

Property Value
Description Shows the date and time when the record was created. The date and time are displayed in the time zone selected in Microsoft Dynamics 365 options.
DisplayName Created On
IsValidForForm True
IsValidForRead True
LogicalName createdon
RequiredLevel None
Type DateTime
CanChangeDateTimeBehavior False
DateTimeBehavior UserLocal
Format DateAndTime
ImeMode Inactive
SourceTypeMask 0

CreatedOnBehalfBy

Property Value
Description Shows who created the record on behalf of another user.
DisplayName Created By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName createdonbehalfby
RequiredLevel None
Type Lookup
Targets systemuser

ModifiedBy

Property Value
Description Shows who last updated the record.
DisplayName Modified By
IsValidForForm True
IsValidForRead True
LogicalName modifiedby
RequiredLevel None
Type Lookup
Targets systemuser

ModifiedOn

Property Value
Description Shows the date and time when the record was last updated. The date and time are displayed in the time zone selected in Microsoft Dynamics 365 options.
DisplayName Modified On
IsValidForForm True
IsValidForRead True
LogicalName modifiedon
RequiredLevel None
Type DateTime
CanChangeDateTimeBehavior False
DateTimeBehavior UserLocal
Format DateAndTime
ImeMode Inactive
SourceTypeMask 0

ModifiedOnBehalfBy

Property Value
Description Shows who last updated the record on behalf of another user.
DisplayName Modified By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName modifiedonbehalfby
RequiredLevel None
Type Lookup
Targets systemuser

OrganizationId

Property Value
Description Choose the ID of the organization that the record is associated with.
DisplayName Organization Id
IsValidForForm False
IsValidForRead True
LogicalName organizationid
RequiredLevel None
Type Lookup
Targets

VersionNumber

Property Value
Description Version number of the rollup field.
DisplayName Version Number
IsValidForForm False
IsValidForRead True
LogicalName versionnumber
RequiredLevel None
Type BigInt
MaxValue 9223372036854775807
MinValue -9223372036854775808

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

lk_rollupfield_createdby

One-To-Many Relationship: systemuser lk_rollupfield_createdby

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute createdby
ReferencingEntityNavigationPropertyName createdby
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_rollupfield_createdonbehalfby

One-To-Many Relationship: systemuser lk_rollupfield_createdonbehalfby

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute createdonbehalfby
ReferencingEntityNavigationPropertyName createdonbehalfby
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_rollupfield_modifiedby

One-To-Many Relationship: systemuser lk_rollupfield_modifiedby

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute modifiedby
ReferencingEntityNavigationPropertyName modifiedby
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_rollupfield_modifiedonbehalfby

One-To-Many Relationship: systemuser lk_rollupfield_modifiedonbehalfby

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute modifiedonbehalfby
ReferencingEntityNavigationPropertyName modifiedonbehalfby
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

metric_rollupfield

One-To-Many Relationship: metric metric_rollupfield

Property Value
ReferencedEntity metric
ReferencedAttribute metricid
ReferencingAttribute metricid
ReferencingEntityNavigationPropertyName metricid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

rollupfield_AsyncOperations

Many-To-One Relationship: asyncoperation rollupfield_AsyncOperations

Property Value
ReferencingEntity asyncoperation
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName rollupfield_AsyncOperations
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

rollupfield_ProcessSessions

Many-To-One Relationship: processsession rollupfield_ProcessSessions

Property Value
ReferencingEntity processsession
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName rollupfield_ProcessSessions
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 110
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

RollupField_SyncErrors

Many-To-One Relationship: syncerror RollupField_SyncErrors

Property Value
ReferencingEntity syncerror
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName RollupField_SyncErrors
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

See also

Dataverse table/entity reference
Dataverse Web API Reference
rollupfield