Workflows

Force rollup field calculation

February 9, 2020February 9, 2020
Quick tips, Workflows

Rollup fields are useful to calculate values from the aggregation of a child-related entity.For example, if you want to show the total value (sum) or the number of items (count) of an order entity, that’s a job for a rollup field. To understand how it works and the frequency of its calculation, you should read… Read More »Force rollup field calculation

Triggering workflow on a date basis

February 8, 2020November 23, 2020
Plugins, Workflows

[EDIT] Although this process still works, it’s highly recommended that you use Power Automate (Flows) to do this job. It is way easier to create and maintain your process. For a long time, I found myself thinking about how to deal with events that should be triggered by specific dates, for example, an automatic email… Read More »Triggering workflow on a date basis