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Hi All,
I'm trying to create a view using Advanced Find which will exclude contacts who are not eligible for the study. I have a custom entity volunteerauditnew which holds all the studies a contact has been assessed for and the final status.
For certain contacts, if they are marked as NOT Eligible for a study, a workflow runs which will reset the study field to blank and status is updated to Available after 30 days. These contacts reappears in the study view since the status is now Available.
To hide contacts who have been marked as Not Eligible from reappearing in the Study View after 30 days, I'm trying to Join the Contact entity with the volunteerauditnew entity and exclude contacts where the Not Eligible date is NOT NULL using the Advanced Find query.
I'm not getting the desired result as the contacts who are not eligible are still showing in the Study View
The contacts highlighted below in the view should not appearing in the View as there status is Not Eligible and as we can see in the volunteerauditnew table the noteligibledate column has a date value .
Contacts in View
| Id | Full Name | Conditions | Contact Status | Created On |
| 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | Asthma | Available | 12/08/2019 04:52 |
| 2f5a9101-adb2-e911-b083-00155d264e5f | Jim | Asthma | Available | 30/07/2019 09:32 |
| 1eaec299-83af-e911-b083-00155d264e5f | Jul26 TEST | Asthma | Available | 26/07/2019 08:58 |
| b3c1cba0-b0bd-e911-b083-00155d264e5f | RS C Test | Asthma | Available | 13/08/2019 09:56 |
volunteerauditnew records
| Id | studyid | volunteeridid | name | createdon | noteligibledate |
| 6268b6ff-bcbc-e911-a878-000d3ae0e65e | 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | 12/08/2019 04:52 | ||
| 3a662c98-bfbc-e911-a872-000d3ae0e4ef | debbf603-107a-e911-a84f-000d3ae0b82e | 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | 12/08/2019 05:11 | 12/08/2019 05:11 |
| 89349a70-efbc-e911-a878-000d3ae0e65e | 2939e9a1-5eed-e811-a843-000d3ae0c995 | 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | 12/08/2019 10:53 | |
| db04dfed-fbbc-e911-a878-000d3ae0e65e | 63ac9f50-69b2-e911-a85f-000d3ae09197 | 409f1dff-bcbc-e911-b083-00155d264e5f | Jag G Test | 12/08/2019 12:23 | 12/08/2019 12:27 |
| 562cddd4-6fb2-e911-a872-000d3ae0e4ef | 63ac9f50-69b2-e911-a85f-000d3ae09197 | 5f0b8898-6fb2-e911-b083-00155d264e5f | Part1 Study C | 30/07/2019 02:15 | |
| 959987e5-24bf-e911-a870-000d3ae0eb8e | 63ac9f50-69b2-e911-a85f-000d3ae09197 | b3c1cba0-b0bd-e911-b083-00155d264e5f | RS C Test | 15/08/2019 06:21 | 15/08/2019 06:22 |
I also tried using xrmtoolbox to edit the linktype to outer as shown below but that did not work.
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" >
<entity name="contact" >
<attribute name="fullname" />
<attribute name="contactid" />
<attribute name="volunteerstudyid" />
<attribute name="createdon" />
<order attribute="fullname" descending="false" />
<filter type="and" >
<condition attribute="registrationtype" operator="eq" value="0" />
<condition attribute="multiselectcondition" operator="eq" value="2" />
<condition attribute="volunteerstudyid" operator="null" />
</filter>
<link-entity name="volunteerauditnew" from="volunteeridid" to="contactid" link-type="outer" alias="ad" >
<filter type="and" >
<condition attribute="noteligibledate" operator="null" />
<condition attribute="studyid" operator="eq" uiname="Research Study C" uitype="study" value="{63AC9F50-69B2-E911-A85F-000D3AE09197}" />
</filter>
</link-entity>
</entity>
</fetch>
Any ideas how I can create a view using advanced find or xrmtoolbox to exclude contacts who have a NotEligible date in volunteerauditnew Entity?
Thanks
Jag
*This post is locked for comments
If you're trying to do an outer join or exclude, wouldn't you want to use the linked records where the "Not Eligible Date" contains data? I'm honestly not a FetchXML guy, but think that would be the right logic in your case.
Thanks Bart but would the marketing module require license. We have developed a custom Volunteer module and the will be using team member license.
The view will be shared with different research teams which allows them to screen Volunteers for their study. If a volunteer is not eligible during the screening process, the status will be changed to NOT Eligible so the volunteer is filtered out from the view.
Based on a business requirment we have a worflow which triggers for certain volunteers that will change the Not eligible status to Available. When this happens the volunteer reappears in the View.
Since we have a custom audit entity cannot we join contact entity with audit entity in the advanced find to filter out not eligible contacts for a study?
Thanks
Jag
I have 2 things you can try: 1) The easiest is if you have Dynamics 365 Marketing and create a Segment. Segment management has pretty straightforward ways to manage this. 2) Without Segments, you do still have the ability to make a Marketing List from these Contacts. What you'd do is make a static list with the initial view of all your study contacts. You'd then remove members who are in the Not Eligible view to get your Eligible Contacts. Good luck!
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Mohamed Amine Mahmoudi
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