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ReportHello,
We need to pull all leads with only one task assigned. It looks Advanced find can't do the job. Is there any way can I get the results?
Thanks
carys
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Hello,
We need to pull all leads with only one task assigned. It looks Advanced find can't do the job. Is there any way can I get the results?
Thanks
carys
Hi, here additional documentation of suing rollups in Dynamics
On-prem:
Create rollup fields in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
Power Apps:
Define rollup columns with Power Apps - Power Apps | Microsoft Docs
Hi Carys,
you're welcome.
Thanks,
Pradeep.
Hi Carys,
Yes, you can create Rollup Field as shown below on Lead entity to store the Related Task Record Count:
Then in Advance Find of Lead you can use this the above Rollup Field As shown below:
<fetch>
<entity name="lead" >
<attribute name="subject" />
<filter>
<condition attribute="new_taskcount" operator="eq" value="1" />
</filter>
</entity>
</fetch>
Here, We need add one more additional logic about task create/delete. Means, whenever task deleted or created we need to update the New Rollup Fields using below code:
//rollup fieldname
string fieldName = "new_taskcount"
string entLogicalName = "lead";
Guid recordId = "<GUIDOFLEAD>";
var rollupObj = new CalculateRollupFieldRequest {
Target = new EntityReference(entLogicalName, recordId), FieldName = fieldName
};
var result = (CalculateRollupFieldResponse)service.Execute(rollupObj);
Thanks,
Pradeep.
Please mark this as VERIFIED it it helps.
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