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Hi all, I am trying to create a - Summary Report per ACCOUNT, and one table will hold my appointments details. I have a table with Dataset for Appointment info.. I noticed that it does not allow me to report on required attendees??? Is this true? If so is there a workaround around this? I basically want my report to show appointments details and of course who participated. Any advice is much appreciated! I used below fetchXML to get Appointment details
this is the error I get.. anyone seen this issue before????
It's a limitation of FetchXML, a solution is to copy the string values of the standard attribute to a custom field (by plugin or with a workflow using a custom activity) and use the custom field inside the report.
As Guido says, it's a limitation of Fetchxml that it can't flatten down the Activity Parties into a single field to display in your report.
You have a number of options in addition to creating a calculated field using a plugin:
1. Create a master/detail report so that the activity parties are shown as a sub report for each activity line in the master report (this does have performance penalties) nishantrana.wordpress.com/.../creating-a-master-detail-report-in-ssrs-without-using-sub-report
2. Create a simple grouped report where each activity party is shown as a separate row grouped by the activity subject - you can do this using the report wizard if you add both the activity party entity and appointment to the report entities and then add the subject as a grouped by row and the Activity Party as a detail row. This will give you some fetchxml similar to:
<fetch distinct="false" no-lock="false" mapping="logical">
<entity name="appointment" enableprefiltering="1" prefilterparametername="CRM_FilteredAppointment">
<attribute name="subject" alias="subject" />
<attribute name="activityid" />
<link-entity name="activityparty" to="activityid" from="activityid" link-type="outer" alias="activityparty1" enableprefiltering="1" prefilterparametername="CRM_FilteredActivityParty">
<attribute name="participationtypemask" alias="activityparty1_participationtypemask" />
<attribute name="partyid" alias="activityparty1_partyid" />
<attribute name="activitypartyid" />
<attribute name="partyidname" />
3. If you are using OnPrem, you can create a separate SQL database to act as a SSRS helper database where you can add a funciton that flattens down the activity party list to a string for a given activity id and re-write your report to use SQL rather than fetchxml.
Hope this helps,
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