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Personal Views: Using a field as the criteria instead of a value or a date

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Posted on by pgardner1

When creating a personal view, can you use a field instead of a value or date as the criteria.

Ex:

Restoration on < Restoration Due

Succeeded on > Restoration Due

We want to compare fields, not compare the field to a date/relative date you enter in the criteria.

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Leah Ju Microsoft Employee on at

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Personal Views: Using a field as the criteria instead of a value or a date

Hi Partner,

Unfortunately, View filters can't support it currently.

1.Maybe you can consider using plugin.

https://www.dynamicpeople.nl/en/news/easily-complex-views-crm/

https://missdynamicscrm.blogspot.com/2016/05/modify-crm-view-query-or-filter-dynamically-plugin-retrieve-message-crm-csharp.html

2.Compare two fields through fetchxml, and using it to edit views:

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/column-comparison

https://stoneridgesoftware.com/going-beyond-advanced-find-views-and-xrmtoolbox-view-designer-fetchxml-builder/

3.You can create an additional field ("Yes/No"):

Using calculated field logic or workflow or js to compare two dates fields and update this new field, then filter views based on this new field.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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