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Custom View that Queries against another fields value

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Posted on by Analyst new to D365

I need a custom filter that returns all the cases for a branch, however i don't want to create 100 different specific views for each specific Branch.

Example: this works for North Glendale Branches

I would like the Branch Submitted by to equal the users Team. (we have the Team defined with the Branch names.) In reality, we have several fields defined that could be used. Location, Team, Branch Location, Branch. all have valid values that I could tie to. In SQL I would just do a nested select statement like select cases where Branch Submitted equales (Select Branch Location = users team) Granted that is not valid SQL but I hope you get the idea.

These are the fields I have to choose from

Note this is not a valid query, just displaying what is available

ultimately, I just need a "Branch Submitted By" Equal to "Equals Current User or User's Team" But I only get the values in the table so I cannot choose something like "Equal Current User or User's Team"

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Analyst new to D365 5 on at

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We had a vendor design the system, so I am not fully aware how it is all structured. We are using the Incident Entity (renamed Cases)

I want all Incidents that were created by a specific Branch.

I want this to be a main view that I can share publicly

Basically the view needs to return all active incidents for a specific Branch. And the Branch needs to be the Team obtained from the connected user (Team by default). I don't think we need to include the location, I was just included in it the image to indicate that if we needed to use it we could. basically the Location, branch, team all have identical data.

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XM-22040801-0 11 on at

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Hi,

I'm afraid there is no out of the box solution for your problem.

That said, it can be done with a (very technical) plugin.

If the view is only used as a sub-grid, it can also be done in javascript (less technical) but there will be some unsupported code. I do not recommend this approach.

Let me know if you want help on any of these approaches or if you want me to tell you more.

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Analyst new to D365 5 on at

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What is the plugin you are suggesting, I will look into that and ask you questions when they arise. thanks

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XM-22040801-0 11 on at

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A solution to your problem is to modify on the fly the FetchXML (the query language used by Dynamics) of the view.

For information, you can consult this link for an overview of the possible solutions (complicated or unsupported). This link concerns subgrids, but it is a related topic: ideas.powerapps.com/.../e6c9dcd8-99cd-4af1-8530-f2c2d32cd49c
On this link you can also vote to have this feature implemented natively in Power Apps.

Concerning the plugin solution:
- Create a C# plugin that triggers on the "RetrieveMultiple" message and on the pre-operation of your entity.
- Create a view that will contain a marker that will be used by the plugin to determine if it should modify the Fetch XML. The marker can be for example: A condition that check if a text field is equal to "MARKER FOR MY PLUGIN".
- Add in this view a condition on the Branch Submitted By field. This condition will be used by the plugin, it is the condition that will be modified to the user's team.

When running the plugin:
- Check if the FetchXML contains the marker in the XML nodes.
- Get the user's default team.
- Change the condition of the Branch Submitted By field in the XML nodes.

This article can help you understand how to modify the Fetch Xml of a view on the fly: https://sank8sinha.wordpress.com/2020/01/07/adding-filtered-views-in-uci-in-dynamics-365-crm-finally-achieved/

Why this solution is not ideal:
- It is triggered on the RetrieveMultiple, which can induce slowness.
- It is complex to implement.
- It uses a trick to determine the view to modify (a marker): An arbitrary condition.

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