Advanced find search

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Posted on by yify

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Hello Team,

I am having a custom entity which contains all the issues records.There is 1:n relationship between this phone call entity and issue entity.

My requirement is to get the which particular issue got mostly created from a phone call in a month.

I am not sure how to get this in advanced find.

Any help or guidance is highly appreciated

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PS 23,577 on at

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RE: Advanced find search

Hi James,
Following is how you can do it:
Create an advanced find view/personal view or system view on phone calls entity; with created on as Last/This month as per your need

Once you have saved this view>> go to Sales>>Activities>>Phone Calls>>Your new view name and click 'add' on your right and select your x & y axis for the chart

And save it

Here's what you wanted to see:
yify 1,017 on at

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RE: Advanced find search

Hi Prashanth,

It is a lookup. Issue form is having only 20 records and I created a look up in the phone call form to the issue records.
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PS 23,577 on at

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RE: Advanced find search

How do u identify that the issue has a connection to phone call? is it a lookup or option set? If you can let us know few fields of your issue form or screenshot, it will be great.
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Mahadeo Matre 17,021 on at

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RE: Advanced find search

Hi,

Report is first option for this,

Another option is

You can create one rollup attribute in custom entity, and get count of phone call activities related to that record.

Only thing is you need to put fix filter in rollup attribute, as you want this for a month.

after a month, you need to change filter again
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Community Member Microsoft Employee on at

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RE: Advanced find search

I guess we cannot find related entity data in advance find but you can create a report with related entity data