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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to create a view b...
Customer experience | Sales, Customer Insights,...
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How to create a view bases on related entity

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Posted on by JD_G 80

Hi folks,

Some background for this question: I'm trying out an anonymization app wich uses workflows on the Contact entity.

I need to create a view with contacts that do not have a record with certain properties in a related entity. 

Example: the contact has a related entity called A, which has some fields 1, 2 and 3. I only need to see contacts with this related entity where the field 2 is always empty. If there's even one record in the related entity that has data in field 2, then I don't want to see the contact.

No atter what I try, I can't seem to set the filter properly. Either I end up with no contacts or with contacts that do have a record with field 2 filled.

Is there a way to do this or should I look fot other options?

Thanks!

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  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    That is doable from the platform perspective but there is one limitation - you won't be able to design that view using a standard approach and you will have to use View Designer in order to work with that view. Check this post that describes scenario that is close to yours - www.arbelatech.com/.../creating-system-views-with-complex-not-in-filter-in-dynamics-365-for-customer-engagement.html

  • Kunal.Chopra Profile Picture
    Kunal.Chopra 85 on at

    Hello JD,

    What is relationship type between 2 entities  ?  Ref - docs.microsoft.com/.../relationshiptype

    Have you tried reporting with Advanced Find ? Ref - docs.microsoft.com/.../save-advanced-find-search

  • Esteban Coto Alfaro Profile Picture
    Esteban Coto Alfaro on at

    Hello, I recommend to check this documentation of "Query data using the Web API": docs.microsoft.com/.../query-data-web-api

    For example: /api/data/v9.0/contact&?select=name,lastname,email&$expand=related_entity($select=field_1$filter=field_2 eq null)

    Thanks!

    Community Support Team - Esteban

    If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

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