Find contacts where user has not created a note using advanced find

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Posted on by KVa

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Dear community,

I am trying to find all contacts where a specific user has not created a note. I am able to find contact where Notes generally exist or not exist, but I cannot find contacts where notes exist and a user did not create one of them.

Any chance to make that work with Advanced Find?

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Oana Cozma Microsoft Employee on at

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Hi Kiril,

Have you tried the following filters yet:

I have tested this in a vanilla and was able to bring up Contacts that Notes were created but not by a specific user.

Please let me know if this is the query you are using.

Regards,

Oana

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a33ik 84,331 Most Valuable Professional on at

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Kiril,

I'm afraid it's not doable using Advanced Find but you can work around it. In order to achieve your goal do following:

1. Create a Marketing List with "Contact" type.

2. Use "Add Contacts based on Query" to add contacts there based on advanced find query "Contacts with existing notes".

3. Use "Remove Contacts based on Query" to remove contacts based on advanced find query "Contacts with notes created by a particular user".

Once 3 steps are completed your marketing list will contain contacts that you're looking for.

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scr1pt 130 on at

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You can use custom FetchXML:

See the example below. It show contacts, which have notes created by specific user, but not having the note with subject note2

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KVa 293 on at

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[quote user="scr1pt"]
You can use custom FetchXML:

See the example below. It show contacts, which have notes created by specific user, but not having the note with subject note2

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<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" >
<entity name="contact" >
<attribute name="fullname" />
<attribute name="emailaddress1" />
<attribute name="statecode" />
<attribute name="mobilephone" />
<attribute name="birthdate" />
<attribute name="contactid" />
<filter type="and" >
<condition entityname="ae" attribute="annotationid" operator="null" />
</filter>
<link-entity name="annotation" from="objectid" to="contactid" link-type="outer" alias="ae" >
<filter type="and" >
<condition attribute="createdby" operator="eq" value="{E97D3BF3-C7B4-E811-A957-000D3AB49645}" uiname="First, CrmUser" uitype="systemuser" />
<condition attribute="subject" operator="like" value="%note2%" />
</filter>
</link-entity>
<link-entity name="annotation" from="objectid" to="contactid" link-type="inner" >
<filter type="and" >
<condition attribute="createdby" operator="eq" value="e97d3bf3-c7b4-e811-a957-000d3ab49645" uiname="First, CrmUser" uitype="systemuser" />
</filter>
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" > <entity name="contact" > <attribute name="fullname" /> <attribute name="emailaddress1" /> <attribute name="statecode" /> <attribute name="mobilephone" /> <attribute name="birthdate" /> <attribute name="contactid" /> <filter type="and" > <condition entityname="ae" attribute="annotationid" operator="null" /> </filter> <link-entity name="annotation" from="objectid" to="contactid" link-type="outer" alias="ae" > <filter type="and" > <condition attribute="createdby" operator="eq" value="{E97D3BF3-C7B4-E811-A957-000D3AB49645}" uiname="First, CrmUser" uitype="systemuser" /> <condition attribute="subject" operator="like" value="%note2%" /> </filter> </link-entity> <link-entity name="annotation" from="objectid" to="contactid" link-type="inner" > <filter type="and" > <condition attribute="createdby" operator="eq" value="e97d3bf3-c7b4-e811-a957-000d3ab49645" uiname="First, CrmUser" uitype="systemuser" /> </filter> </link-entity> </entity> </fetch>
[/quote]
Thank you. Is it possible to create a System view using FetchXML, and show it in Dynamics?

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KVa 293 on at

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[quote user="Oana Cozma"]
Hi Kiril,

Have you tried the following filters yet:

I have tested this in a vanilla and was able to bring up Contacts that Notes were created but not by a specific user.

Please let me know if this is the query you are using.

Regards,

Oana
[/quote]
Unfortunately, this will leave out Contacts without Notes.

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scr1pt 130 on at

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Yes, you can create this view with View Designer + FetchXMLBuilder plugins for XRMToolbox.

But you will not be able to edit this view from Advanced find or solutions designer.

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KVa 293 on at

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Thanks, will give it a try.

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