Let us explore the use and functionalities of the UpdateIf() Function using some simple examples.
Suppose, we have created a data table in our canvas app, where we have some records. We have created an option set field on the Account form with the name ‘Preference’ where we have different options i.e. Basic, Premium, etc. We need to set Premium as the value of the preference field for the records that have annual revenue of more than $5,000,000. The value for preference should be set for all records present in the table at the click of a button.
To achieve the above customer requirement, we have created a Canvas App and tried to implement it using the UpdateIf() Function.
To change one or more values in one or more records that match one or more conditions, use the UpdateIf function. Any formula that returns a true or false result can be used as the condition, and it can explicitly refer to specific columns in the data source. Each record’s…
More About This Author
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
- Dyn365CE6 December 2023WhatsApp + Dynamics 365 CRM: Your Secret to Christmas Marketing Success
- Dyn365CE5 December 2023A Guide for Monitoring and Resolving Issues with Automated Record Creation Rules in Dynamics 365 CRM
- Dyn365CE5 December 2023Jingle All the Way to Profits: Why Pre-Holiday Sales Are A Secret Weapon?
- Dyn365CE2 December 2023Season 2: Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this Holiday Season!