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RollupField table/entity reference

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Note

Unsure about table vs. entity? See Developers: Understand terminology in Microsoft Dataverse.

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

Messages

Message Web API Operation SDK class or method
Create POST /rollupfields
See Create		 CreateRequest or
Create
Delete DELETE /rollupfields(rollupfieldid)
See Delete		 DeleteRequest or
Delete
Retrieve GET /rollupfields(rollupfieldid)
See Retrieve		 RetrieveRequest or
Retrieve
RetrieveMultiple GET /rollupfields
See Query Data		 RetrieveMultipleRequest or
RetrieveMultiple
Update PATCH /rollupfields(rollupfieldid)
See Update		 UpdateRequest or
Update

Properties

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

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
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName dateattribute
MaxLength 100
RequiredLevel ApplicationRequired
Type String

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
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
IsValidForUpdate False
LogicalName goalattribute
MaxLength 100
RequiredLevel ApplicationRequired
Type String

ImportSequenceNumber

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

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
IsValidForUpdate False
LogicalName isstateparententityattribute
RequiredLevel None
Type Boolean

IsStateParentEntityAttribute Choices/Options

Value Label Description
1 Yes
0 No

DefaultValue: 0

MetricId

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

RollupFieldId

Property Value
Description Unique identifier of the rollup field.
DisplayName Rollup Field
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
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
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName sourceattribute
MaxLength 100
RequiredLevel ApplicationRequired
Type String

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
IsValidForUpdate False
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
Format None
IsValidForForm True
IsValidForRead True
LogicalName sourcestate
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

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
Format None
IsValidForForm True
IsValidForRead True
LogicalName sourcestatus
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

TimeZoneRuleVersionNumber

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

UTCConversionTimeZoneCode

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

Read-only columns/attributes

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

CreatedBy

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

CreatedByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyname
MaxLength 100
RequiredLevel None
Type String

CreatedOn

Property Value
DateTimeBehavior UserLocal
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
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName createdon
RequiredLevel None
Type DateTime

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
Targets systemuser
Type Lookup

CreatedOnBehalfByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

CreatedOnBehalfByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyyominame
MaxLength 100
RequiredLevel None
Type String

MetricIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName metricidname
MaxLength 100
RequiredLevel None
Type String

ModifiedBy

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

ModifiedByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedOn

Property Value
DateTimeBehavior UserLocal
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
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName modifiedon
RequiredLevel None
Type DateTime

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
Targets systemuser
Type Lookup

ModifiedOnBehalfByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedOnBehalfByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyyominame
MaxLength 100
RequiredLevel None
Type String

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
Targets
Type Lookup

VersionNumber

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

Many-To-One Relationships

Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related table. Listed by SchemaName.

metric_rollupfield

See the metric_rollupfield one-to-many relationship for the metric table/entity.

Dataverse table/entity reference
Web API Reference