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Simpler alternatives to Rollup/Flow?

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Posted on by jorkington

I'm fairly new to dataverse, but I'm struggling in situations where I need to use date from child records (one2many).

For example, if I have a Customer table and an Invoice table, where I want to display the total number of Invoices on the Customer form.

The options I am aware of are Rollup fields (which only update on a set timer) and Flows (which seem overly complex for the requirement).

I'm wondering if there are simpler alternatives to achieving this.

I did notice that in Sales Professional app, there is a Total Amount field that seems along the lines of what I need, but havnt been able to figure out how it works.

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Microsoft Dataverse with Power Apps

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steeevid 323 Super User 2024 Season 1 on at

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Please check out my answer for all available option you can use rigt now:

https://powerusers.microsoft.com/t5/Power-Apps-Pro-Dev-ISV/How-to-optimize-a-plug-in-that-calculates-a-rollup/m-p/2429352#M9417

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EricRegnier 8,720 Most Valuable Professional on at

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Hi @jorkington,

Out-of-the-box option is rollup column but as you mentioned the limitation is that it runs every 12h. Flow is the most common approach to calculate. It's pretty simple IMO but the drawback is that it run in background (asynchronous). Otherwise, the other options are with customizations with code, plugin or JavaScript and requires pro-dev knowledge. I don't recommend JS though since it's client-side code and will only run in a model-driven app.
Hope this helps!

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