Flow to sum subtotals into a related field

[mhorjus]

Hello community,

I'm struggling to wrap my head around a flow concept. I have a sales and inventory model-driven app with custom pages that use Dataverse as the backend. The custom pages allow the users to create sales and sales asset as point of sale items. What I can't seem to figure out is the design for a flow that will take each sale asset, as it's created, and add its subtotal as a "running subtotal" in the sale record associate with it and the other sale assets.

I appreciate and advice or direction anyone can provide.

Thank you!

[GuidoPreite]

you don't need a flow, you can use rollup fields

https://learn.microsoft.com/en-us/power-apps/maker/data-platform/define-rollup-fields

[mhorjus]

Thank you for the prompt response.

I tried a rollup field before. The problem lies in the need for the calculation to happen on demand at point of sale. I know you can recalculate on the form, but for some reason I'm not getting that button. The little calculator icon to make it appear isn't even there. My hope was that there was a more automatic way and a less "human interaction" way to accomplish this. If I can get the recalculate button to reliably appear, that may just be what it has to be, and that's okay.

Again, thank you for responding.

[GuidoPreite · Accepted solution]

the fact you don't see the icon is strange, if it's also happening with a system administrator user I would suggest to open a ticket to Microsoft.

Power Automate it's also an asynchronous approach, for this between the two ways (rollup field and a flow) I suggest the rollup field.

If you need a synchronous solution (meaning the result is always updated automatically) it can be done with a set of plugins, but it requires C# coding skills (if in your company there isn't a person you may hire one)

hope it helps

[mhorjus]

Thank you. I'll probably pursue the Microsoft ticket. It would be optimal for it to be synchronous. I know someone who may be able to help with that so I'll follow that lead in parallel and see which one pans out.

Thank again.