The convolution field for data type data field fields does not work for custom objects

Question

The following is the exact scenario in my Dynamics CRM instance.

I created a custom object (e.g. Order) that has a search field (e.g. Item). The search field points to another object that has a currency field (for example, Amount). I created a convolution field (for example, Total Amount) in the Order object and set it to calculate the sum of the sum for all items for the order. After creating, I placed the control in the main form of the object.

When I try to check the value of the rollup field (by clicking the Refresh button in the roll-up field), it gives me the following error:

The record currency is required to calculate the convolution field of the currency type. Provide currency and try again.

I tried the same for Account and Opportunities entities, and the new convolution field works fine there.

Any idea why this is not working for a custom object? Do I need to do anything extra at face or shape?

Answer 1

You will receive an error message. Provide the currency and try again for all records created before the collapse field was created, since they will not contain reliable data in the "Currency" ( TransactionCurrencyId) field .

Any entries created after you added the field should automatically set the currency field, and the convolution field should work correctly.

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