Feature | Trigger | Execution | Client / Server | Scope | Conditions | Fields | Functions | Limits | Usage |
Business Rules | OnLoad
On Change
| Synchrounous / Real Time
Execution order:
First: System JavaScripts
Then: Custom Javascript
Finally: Business Rules
| Client: Specific Forms/ All Forms/
Server
| Entity / All Forms / Specific Forms | And / OR, not a mixure | All Fields on the form body |
| Fields updated through Business Rules do not trigger the fields on change event of JavaScript. Reducing potential of infinite loop. | Perform field validations and apply field logic to improve user input and experience |
Rollup Fields | On Save / Every 1-12 hours / When User Presses Rollup Refresh Button | Asynchronous / Every 1-12 hours
Rollups are calculated by scheduled system jobs Settings > System Jobs > View > Recurring System Jobs. System Job type: Mass Calculate Rollup Field or Calculate Rollup Field
| Server | Related Entity / Parent Child Relationship Upto 1 Level Deep | And / OR, not a mixure | Whole Number
Decimal
Currency
Date
| SUM / MAX / MIN / COUNT / AVG | Cannot use other Calculated or Rollup fields as part of a rollup. | Aggregate calculations of child entities. The difference between Calculated Fields is Rollup fields are not virtual, they are physical attributes. Such as no. of open opportunities, activities, revenue, etc. |
Calculated Fields | OnSave | Synchronous | Server | Entity/ Parent Child Relationship Upto1 Level Deep | AND or OR , Not a mix of both |
| ADDHOURS,
ADDDAYS,
ADDWEEKS,
ADDMONTHS,
ADDYEARS,
SUBTRACTHOURS,
SUBTRACTDAYS,
SUBTRACTWEEKS,
SUBTRACTMONTHS,
SUBTRACTYEARS,
DIFFINDAYS,
DIFFINHOURS,
DIFFINMINUTES,
DIFFINMONTHS,
DIFFINWEEKS,
DIFFINYEARS,
CONCAT,
TRIMLEFT, and TRIMRIGHT.
| Two calculated fields cannot reference each other in their formulas
Floating point numbers cannot be used in calculated fields.
Won’t trigger workflow updates
Fields are virtual /not stored at the database level
| Ability to populate a field with simple calculations based on other values and conditions on the form in a real time manner. This alleviates the need for JavaScript in fairly straight forward scenarios such as adding days or months to a date, or adding or subtracting fields on the same entity.
Calculated fields can calculate based on other fields, including rollup fields and other calculated fields.
|
RAJEEV KUMAR, Azure Architect, Azure Data Engineer, AZURE Developer, Prince2®, SAFe®, CSM®, ITIL® (Linkedin: www.linkedin.com/pub/rajeev-kumar/13/459/663)
Monday, July 24, 2017
Business Rules Vs Rollup Fields Vs Calculated Fields
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