Knowledge Base
Determining Source Grouping
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- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
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Determining Source Grouping
- Under the Integration tab, click on the Source Grouping tab.
- The Name and Type fields will default.
- Function column – The user can choose a function to be applied to the data that will be grouped.
- First – returns the first record from the source.
- Last – returns the last record from the source.
- Max – returns the record with the largest value.
- Min – returns the record with the smallest value.
- Sum – returns a sum of the column if it is numeric.
- Concat – returns a string of all the values concatenated together. NOTE: Select the Concatenation Separator on the Options tab within the integration. This will separate each record by whatever separator was entered.
- Group by – Sets the grouping at the record/transaction level. This will normally be the unique identifier for master records, or the field(s) used to identify one transaction from another.
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