{"id":14988,"date":"2009-09-25T12:13:12","date_gmt":"2009-09-25T12:13:12","guid":{"rendered":"https:\/\/blogs.msdn.microsoft.com\/crm\/2009\/09\/25\/automating-field-updates\/"},"modified":"2023-05-31T15:36:58","modified_gmt":"2023-05-31T22:36:58","slug":"automating-field-updates","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-us\/dynamics-365\/blog\/no-audience\/2009\/09\/25\/automating-field-updates\/","title":{"rendered":"Automating Field Updates"},"content":{"rendered":"<p><em>Today our guest blogger is CRM MVP <\/em><a href=\"http:\/\/edwardsdnadynamicscrm.spaces.live.com\/default.aspx\"><em>Donna Edwards<\/em><\/a><em>. Donna is also a moderator on the <\/em><a href=\"http:\/\/social.microsoft.com\/Forums\/en-US\/category\/dynamics\/\" target=\"_blank\" rel=\"noopener noreferrer\"><em>Microsoft Dynamics CRM forums<\/em><\/a><em> where she can often be found answering questions and providing professional advice.<\/em><\/p>\n<p>Here is a simple way to calculate the value of a field based on the values of two other fields on a form using JavaScript.&#160; The value of the field is updated whenever the value of one of the two other fields is changed.<\/p>\n<p>For this example, I will use the Opportunity form.&#160; The request is to add a custom field that shows the Total Value of the Opportunity after Discount.&#160; I will use the following fields for reference in the example.<\/p>\n<ul>\n<li>Field1 (Custom attribute) = Total_Estimated_Value <\/li>\n<li>Field2 (Custom attribute)&#160; = Total_Discount <\/li>\n<li>Field3 (Standard attribute)= Est. Booking (estimatedvalue)<\/li>\n<\/ul>\n<p>Steps to implement the change:<\/p>\n<ul>\n<li>Create the two custom attributes that you need by going to Settings, Customization, Customize Entities, open the Opportunity Entity, select Attributes, create two new money attributes, and save the changes. <\/li>\n<li>Open the Opportunity form and add the two fields to the form. <\/li>\n<li>Double-click (Open) the Est. Booking field (estimatedvalue) on the form and add the following line of script to the OnChange event of the field      <br \/> crmForm.all. Total_Estimated_Value.FireOnChange(); <\/li>\n<li>Open the Total_Discount field on the form and add the same script to the OnChange event of the field      <br \/> crmForm.all.Total_Estimated_Value.FireOnChange(); <\/li>\n<li>Open the Total_Estimated_Value field on the form and add the following script to the OnChange event of the field     <br \/> crmForm.all.Total_Estimated_Value.DataValue=crmForm.all.estimatedvalue.DataValue &#8211; crmForm.all.Total_Discount.DataValue <\/li>\n<li>Save your changes and test using the Create or Update Form feature from the Customization Tool<\/li>\n<\/ul>\n<p>The end result will be that whenever the Total_Discount or Est. Booking field is updated the Total_Estimated_Value will update by subtracting the Total_Discount from the Est. Booking amount.&#160; <\/p>\n<p>Please note that this example assumes there is always a value in the Est. Booking and Discount field when one of those fields are updated.&#160; You may have to add some additional code that first checks to see if there is a value in the Total_Discount and Est. Booking field before firing the &quot;crmForm.all.Total_Estimated_Value.FireOnChange();&quot; script.&#160; If there is no value (null), then you will have to set the value to 0 (zero).&#160; Checking and setting the default value of the fields to 0 can be done in the Form properties OnLoad event.<\/p>\n<p>Cheers,<\/p>\n<p><a href=\"http:\/\/edwardsdnadynamicscrm.spaces.live.com\/default.aspx\"><em>Donna Edwards<\/em><\/a><\/p>\n<div class=\"wlWriterHeaderFooter\" style=\"margin:0px; padding:0px 0px 0px 0px;\">\n<p><script type=\"text\/javascript\">\ntweetmeme_style = 'compact';\ntweetmeme_source = 'MSdynamicsCRM';\n<\/script><br \/>\n<script type=\"text\/javascript\" src=\"http:\/\/tweetmeme.com\/i\/scripts\/button.js\"><\/script><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Today our guest blogger is CRM MVP Donna Edwards. Donna is also a moderator on the Microsoft Dynamics CRM forums where she can often be found answering questions and providing professional advice. Here is a simple way to calculate the value of a field based on the values of two other fields on a form<\/p>\n","protected":false},"author":4391,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ms_queue_id":[],"ep_exclude_from_search":false,"_classifai_error":"","_classifai_text_to_speech_error":"","footnotes":""},"post_tag":[],"product":[],"content-type":[18],"topic":[7609,4908],"audience-type":[],"audience":[],"ms-author":[],"coauthors":[2650],"class_list":["post-14988","post","type-post","status-publish","format-standard","hentry","content-type-thought-leadership","topic-automation","topic-data-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Automating Field Updates - Microsoft Dynamics 365 Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.microsoft.com\/en-us\/dynamics-365\/blog\/no-audience\/2009\/09\/25\/automating-field-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automating Field Updates - Microsoft Dynamics 365 Blog\" \/>\n<meta property=\"og:description\" content=\"Today our guest blogger is CRM MVP Donna Edwards. 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