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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Personal Views: Using ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

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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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Unfortunately, View filters can't support it currently.
    1.Maybe you can consider using plugin.
     
    2.Compare two fields through fetchxml, and using it to edit views:
     
    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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