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  • 14:27

    rappen on master

    Addding internal methods to do … Using the internal methog (last… Adding filtering by Publisher #… (compare)

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    rappen on master

    Be smarter, find the relationsh… (compare)

  • May 21 15:07
    rappen commented #710
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MscrmTools
@MscrmTools
there is no meaning to have an "OR" filter with only one condition
MuraliMohanR
@MuraliMohanR
here the above three are compulsory and there should be and with either Ftype eq ="something" or Ftype="somthing2"
MscrmTools
@MscrmTools
<filter type="or" >
<filter type="and" >
<condition attribute="statecode" operator="eq" value="0" />
</filter>
<filter type="and" >
<condition attribute="contractorid" operator="eq" value="82F2B18C-C42A-E711-8104-5065F38B26A1" />
<condition attribute="assessmentid" operator="not-null" />
</filter>
</filter>
here is more what you are after I guess
oh ok I see
so your filter is ok but just add as many Ftype condition as needed
OR you can also use only AND with all conditions and have a condition with IN operator where you can provide multiple valid values
MuraliMohanR
@MuraliMohanR
<filter type="and" >
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="gdit_contractorid" operator="eq" value="82F2B18C-C42A-E711-8104-5065F38B26A1" />
<condition attribute="gdit_assessmentid" operator="not-null" />
<filter type="or">
<condition attribute="FType" operator="eq" value="something" />
<condition attribute="FType" operator="eq" value="something1" />
</filter>
</filter>
I hope this is fine
MscrmTools
@MscrmTools
yes it is or you can make it simple with
<filter type="and" >
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="gdit_contractorid" operator="eq" value="82F2B18C-C42A-E711-8104-5065F38B26A1" />
<condition attribute="gdit_assessmentid" operator="not-null" />
<condition attribute="FType" operator="in" >
</condition >
</filter>
<filter type="and" >
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="gdit_contractorid" operator="eq" value="82F2B18C-C42A-E711-8104-5065F38B26A1" />
<condition attribute="gdit_assessmentid" operator="not-null" />
<condition attribute="FType" operator="in" >
<value>something1</value>
<value>something2</value>
</condition >
</filter>
I'm entering a meeting, have a good day
MuraliMohanR
@MuraliMohanR
cheers, thank you
Faiyaz
@faiyazshaik_twitter
Hello, I am using FethXml Builder and I am able to do a query which I want
but the "Save View" option is disbaled.
How do I save the view into CRM ?
MscrmTools
@MscrmTools
AFAIK, you can save view only if you opened the query from a view
Faiyaz
@faiyazshaik_twitter
Thanks, will try that
Rsilla
@Rsilla
@rappen hi. Hope your well, trying to create a view with fetchxml. i want to view all resolved cases where an email received has attached to the case after it has been resolved. typical customer behavior of replying to non-reply emails from crm, so the customer complains that nothing is being done but since we don't have visibility as the email attaches to the resolved case. tried to create this with advanced find and fetchxml without success. Any ideas
Jonas Rapp
@rappen
Hi!
I understand your problem... The hard part here is that you want to compare email.createdon with case.resolutiondate. And FetchXML does not support conditions comparing two field values.
I don't see how you can solve this with a query. I think you have to create a workflow that triggers on create email, and then check if regarding case has been resolved. If so, you could either re-open the case, create a task for this email, or something like that.
Makes sense?
Rsilla
@Rsilla
yup. thank you. will give it a try or maybe a plugin could help!
Jonas Rapp
@rappen
A plugin always helps - Jonas' First Rule ;)
CrmHM
@CrmHM
Hi
How to export results (Raw Fetch results in my case) with another encoding?
I have some data in Hebrew
Any ideas?
Jonas Rapp
@rappen
Aouch.... that might not be so easy. Is it possible to open saved file with some other editor and re-save with desired encoding? Or is information lost on the way then?
CrmHM
@CrmHM
Yes, it works (Another editor or FetchXML Tester). But I was wondering if there was a faster way.
Thank you
Jonas Rapp
@rappen
Sorry, no. But add an issue and it might get implemented!
CrmHM
@CrmHM
I'll do. It may be useful to other people
Jonas Rapp
@rappen
:+1:
Ian Nicholls
@forestuk2001_twitter
Hi, how do I use the paging option in FXB to return multiple pages? tx
Jonas Rapp
@rappen
Have you tried this setting in FXB Options?
image.png
Panayiotis Panayiotou
@panayiotisp
Possibly a context menu option or a toolbutton to refresh the metadata loaded for the entities already in the fetchxml. A lot of times it happens we are editing queries and then a new field or a change is required (like a new optionset) and you need to either close the editor or switch between entities in the query to force it to update the cached metadata
Jonas Rapp
@rappen
Nice idea :+1: Could you post it here please? https://github.com/Innofactor/FetchXMLBuilder/issues
James Rees
@wintonhero_twitter
<fetch version="1.0" distinct="true" count="50" >
<entity name="contact" >
<attribute name="parentcustomerid" />
<attribute name="lastname" />
<attribute name="firstname" />
<attribute name="contactid" />
<attribute name="cog_ambassadorpreferredlocation5" />
<attribute name="cog_ambassadorpreferredlocation4" />
<attribute name="cog_ambassadorpreferredlocation3" />
<attribute name="cog_ambassadorpreferredlocation2" />
<attribute name="cog_ambassadorpreferredlocation1" />
<attribute name="cog_lastdelivered" />
<attribute name="cog_ambassadortimetotal" />
<attribute name="cog_amabassadorregistrationdate" />
<attribute name="cog_employersite" />
<attribute name="emailaddress1" />
<attribute name="cog_ambassadortrainingcompleted" />
<attribute name="cog_stemambassador" />
<attribute name="gendercode" />
<attribute name="birthdate" />
<attribute name="cog_contactethnicity" />
<order attribute="firstname" descending="false" />
<filter type="and" >
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="cog_sipambassador" operator="eq" value="1" />
<condition attribute="parentcustomeridname" operator="like" value="%pfizer%" />
</filter>
<link-entity name="cdi_eventparticipation" from="cdi_contactid" to="contactid" link-type="outer" >
<attribute name="cdi_event" alias="EventName1" />
<filter type="and" >
<condition attribute="cdi_event" operator="in" >
<value uiname="Science in a Box Training" uitype="cdi_event" >{ED3622A6-F907-E711-80F1-000C29502450}</value>
<value uiname="Science in a Box Training - Scotland" uitype="cdi_event" >{11BE5EEB-107D-E711-8119-000C29502450}</value>
</condition>
</filter>
</link-entity>
</entity>
</fetch>
Good afternoon - Running the above fetechXML to create a view but when I try and run it in CRM I get Could not find relationship for related entity field ad.cdi_event specified in layoutxml.
Jonas Rapp
@rappen
Hi! Could you run the View Designer tool in XTB? Open the view, click Edit XML button to see the underlying Layout XML ?
Or first test this:
On the link-entity element, add alias "ad".
On the link-entity attribute "cdi_event" element, remove the alias.
<fetch version='1.0' distinct='true' count='50' >
  <entity name='contact' >
    <attribute name='parentcustomerid' />
    <attribute name='lastname' />
    <attribute name='firstname' />
    <attribute name='contactid' />
    <attribute name='cog_ambassadorpreferredlocation5' />
    <attribute name='cog_ambassadorpreferredlocation4' />
    <attribute name='cog_ambassadorpreferredlocation3' />
    <attribute name='cog_ambassadorpreferredlocation2' />
    <attribute name='cog_ambassadorpreferredlocation1' />
    <attribute name='cog_lastdelivered' />
    <attribute name='cog_ambassadortimetotal' />
    <attribute name='cog_amabassadorregistrationdate' />
    <attribute name='cog_employersite' />
    <attribute name='emailaddress1' />
    <attribute name='cog_ambassadortrainingcompleted' />
    <attribute name='cog_stemambassador' />
    <attribute name='gendercode' />
    <attribute name='birthdate' />
    <attribute name='cog_contactethnicity' />
    <order attribute='firstname' descending='false' />
    <filter type='and' >
      <condition attribute='statecode' operator='eq' value='0' />
      <condition attribute='cog_sipambassador' operator='eq' value='1' />
      <condition attribute='parentcustomeridname' operator='like' value='%pfizer%' />
    </filter>
    <link-entity name='cdi_eventparticipation' from='cdi_contactid' to='contactid' link-type='outer' alias='ad' >
      <attribute name='cdi_event' />
      <filter type='and' >
        <condition attribute='cdi_event' operator='in' >
          <value uiname='Science in a Box Training' uitype='cdi_event' >{ED3622A6-F907-E711-80F1-000C29502450}</value>
          <value uiname='Science in a Box Training - Scotland' uitype='cdi_event' >{11BE5EEB-107D-E711-8119-000C29502450}</value>
        </condition>
      </filter>
    </link-entity>
  </entity>
</fetch>
James Rees
@wintonhero_twitter
<fetch version="1.0" distinct="true" count="50" >
<entity name="contact" >
<attribute name="parentcustomerid" />
<attribute name="lastname" />
<attribute name="firstname" />
<attribute name="contactid" />
<attribute name="cog_ambassadorpreferredlocation5" />
<attribute name="cog_ambassadorpreferredlocation4" />
<attribute name="cog_ambassadorpreferredlocation3" />
<attribute name="cog_ambassadorpreferredlocation2" />
<attribute name="cog_ambassadorpreferredlocation1" />
<attribute name="cog_lastdelivered" />
<attribute name="cog_ambassadortimetotal" />
<attribute name="cog_amabassadorregistrationdate" />
<attribute name="cog_employersite" />
<attribute name="emailaddress1" />
<attribute name="cog_ambassadortrainingcompleted" />
<attribute name="cog_stemambassador" />
<attribute name="gendercode" />
<attribute name="birthdate" />
<attribute name="cog_contactethnicity" />
<order attribute="firstname" descending="false" />
<filter type="and" >
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="cog_sipambassador" operator="eq" value="1" />
<condition attribute="parentcustomeridname" operator="like" value="%pfizer%" />
</filter>
<link-entity name="cdi_eventparticipation" from="cdi_contactid" to="contactid" link-type="outer" >
<attribute name="cdi_event" />
<filter type="and" >
<condition attribute="cdi_event" operator="in" >
<value uiname="Science in a Box Training" uitype="cdi_event" >{ED3622A6-F907-E711-80F1-000C29502450}</value>
<value uiname="Science in a Box Training - Scotland" uitype="cdi_event" >{11BE5EEB-107D-E711-8119-000C29502450}</value>
</condition>
</filter>
</link-entity>
</entity>
</fetch>
<grid name="resultset" object="2" jump="fullname" select="1" icon="1" preview="1" >
<row name="result" id="contactid" >
<cell name="firstname" width="100" />
<cell name="lastname" width="100" />
<cell name="parentcustomerid" width="150" />
<cell name="cog_ambassadorpreferredlocation1" width="100" />
<cell name="cog_ambassadorpreferredlocation2" width="100" />
<cell name="cog_ambassadorpreferredlocation3" width="100" />
<cell name="cog_ambassadorpreferredlocation4" width="100" />
<cell name="cog_ambassadorpreferredlocation5" width="100" />
<cell name="cog_lastdelivered" width="100" />
<cell name="cog_ambassadortimetotal" width="100" />
<cell name="cog_amabassadorregistrationdate" width="100" />
<cell name="cog_employersite" width="100" />
<cell name="emailaddress1" width="100" />
<cell name="cog_ambassadortrainingcompleted" width="100" />
<cell name="cog_stemambassador" width="100" />
<cell name="gendercode" width="100" />
<cell name="birthdate" width="100" />
<cell name="cog_contactethnicity" width="100" />
<cell name="cdi_event" width="100" />
</row>
</grid>
Hi Just tried that and the result is the same.. Thanks for your help and quick response.
Above is the Fetch and XML Layout.
Jonas Rapp
@rappen
Strange the LayoutXML does not seem to be looking for ad.cdi_event as the error message indicated...
Also, looking at the link-entity element, it looks like the relationship is 1:N from contact to cdi_eventparticipation. It is not possible to include child records in the view of a parent entity in CRM. You can only include information from related parents.
James Rees
@wintonhero_twitter
Thanks Jonas - I think I see the error of my ways now.
Jonas Rapp
@rappen
:+1:
Joost Pach
@joostpach_twitter
Hi, I try to create a fetchxml from multi-level linked entities. Would be like from Opportunity, go to Account and from Account go to Owner and show Opportunity.Topic, Related Account.telephone1 and Account related Owner.internalemailaddress. Would this be possible and if so you give an example?
Jonas Rapp
@rappen
Hi Joost, this is quite possible. It will not be possible to use in a view in CRM though, as you can only include information one level up the relationships.
The query would look like this:
<fetch>
  <entity name='opportunity' >
    <attribute name='name' />
    <link-entity name='account' from='accountid' to='customerid' alias='A' >
      <attribute name='telephone1' />
      <link-entity name='systemuser' from='systemuserid' to='owninguser' alias='O' >
        <attribute name='internalemailaddress' />
      </link-entity>
    </link-entity>
  </entity>
</fetch>