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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Create a view based on...
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Create a view based on different entities

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Posted on by MaryamSh 15

Hi,

I am working on my third Dynamic 365 task and have to create a report which contains fields from different entities.

I have Payment table with a lookup field called "Service Request" to Service Request table.

The Service Request table has a "Request Type" field as a lookup to "Request Type" table (which has Name English, Name French, and other fields).

I need to create a view that contains some of the Payment table fields and Name English and Name French from Request Type table.

I don't know how to create this view. any help or advise will be appreciated.

Thanks

  • Suggested answer
    Amira Beldjilali Profile Picture
    Amira Beldjilali on at
    RE: Create a view based on different entities

    Hello,

    There is no direct link as Leah mentioned, you should evaluate other solutions and use the one corresponding to your scenario. I've seen this blog post from the community that describes some solutions, performance and the data volume using those solutions should not be ignored in the analysis community.dynamics.com/.../add-two-level-up-related-column-to-a-view-in-model-driven-apps

    Regards,

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create a view based on different entities

    Hi MaryamSh,

    Based on your description, you want to show fields from 'Request Type' table in the view of the 'Payment' table, Right?

    And there is no direct relationship between the 'Payment' and 'Request Type' tables, you just can add fields from 'Service Request' table to 'Payment' view, can't add fields across two entities.

    If so, you need create new fields in the 'Service Request' table, copy value from 'Request Type' table and paste to new fields, then you can add these new fields to 'Payment' view directly.

    How to copy and paste fields automatically?

    Using Calculated fields:

    https://dyn365pros.com/2018/04/18/display-parent-entity-fields-using-calculated-fields-in-dynamics-365/ 

  • MaryamSh Profile Picture
    MaryamSh 15 on at
    RE: Create a view based on different entities

    Thanks for Your reply. I just noticed that I made in mistake in my question and missed one step.

    I have Payment table with a lookup field called "Service Request" to Service Request table. The Service Request table has a "Request Type" field as a lookup to "Request Type" table (which has Name English, Name French, and other fields). I need to create a view that contains some of the Payment table fields and Name English and Name French from Request Type table.

  • Suggested answer
    Amira Beldjilali Profile Picture
    Amira Beldjilali on at
    RE: Create a view based on different entities

    Hello,

    You can achieve this by using the related table via the relationship. like this for example:

    pastedimage1665683999062v1.png

    Request Type would appear at the place of Company Name in my screenshot, and Name French + Name English would appear at the place of Account Name in my screenshot.

    Regards,

    Amira

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