Where is the Update Event step in Dynamics CRM 365 process workflow editor?

Question

Goal:

Show total sum of Activity entities related to Project entity in a form field named Total Activities in Dynamics CRM 365

Following these guys, for our Project entity's form edtior, we've created a normal Whole Number field named Total Activities.

As suggested in the blog, we've Created a workflow process to run on Activity entry entity:

with a name Activity counter:

which will be activated as a process when

Record is created
Record status changes
Record is deleted

We've reached to Step Properties:

The blog says the following:

In the Update Event step, increment the attendee count by 1, and the Total Revenue (Event) field by the Fee field from the Registration record.

We're not able to see that Event step thing anywhere in the process editor. How to get to the following screen?

Unknown Unknown · Accepted Answer · 2016-11-14T10:24:01

Use rollup fields

In Microsoft Dynamics 365, rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account. Also, you’ll be able to aggregate data from the activities directly related to a record, such as emails and appointments, and activities indirectly related to a record via the Activity Party entity. In more complex scenarios, you can aggregate data over the hierarchy of records. As an administrator or customizer, you can define rollup fields by using the customization tools in the Dynamics 365 Web application, without needing a developer to write code.

Where is the Update Event step in Dynamics CRM 365 process workflow editor?

Goal:

2 Answers