There are several situations where I would like take a group of records from entity B, and use them to create a single record in entity A, where there is a 1:M relationship between A:B.
For example, entity B contains purchases from various customers, and entity A is monthly statements. Each statement (A) is a collection of several purchases (B). I would like to run a workflow on all purchase records (B) that would identify all those with same customer, and then create a single statement (A) for that customer. The statement would contain a rollup field that sums each of the purchases.
Consider another example. I have a collection of weekly timesheets (entity B), and would like to create paychecks (entity A). Each paycheck (A) would be related to several timesheets (B). I would like to run a workflow that would identify all timesheets (B) that have the same employee name, and then create a single paycheck (A) for that employee that is linked to each of the timesheets. The paycheck (A) would have a rollup field to sum the hours from each of the timesheets (B).
Think of this as creating a report, which would group similar records under a common heading and sum the results—but instead of creating a report, I want to create a record.
What is the best way to achieve this? If it can't be done with a workflow, I am open to third-party solutions or plugins, but I am not a developer, so JavaScript solutions are not an option. Your helps is greatly appreciated. I am using CRM Online 2016.