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I have teams setup in my CRM, and each user is the member of one team. All our Case's come into the Team, of which they are then Assigned to an individual.
So the Problem is I am trying to create a View, which shows all Cases assigned to the Team and the individuals.
So for example
John = IT Team
Sally = Comms Team
Billy = IT Team
Casandra = Comms team
So basically I want a view that will show all active cases, assigned to the IT & Comms Team, as well as the cases assigned to John, Sally, Billy & Casandra, I can get a view working that will show all the team jobs or all the individual jobs, but I need one that will display both, and whom the case is assigned to.
This is what I have to date:
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You sir, are a Genius :)
Hi,
If you want to show cases assigned to these two teams as well as to John( may be you are reffering to logged in user) then you can apply "OR" condition with "Owner" equals "Current User"(it can be John as per need) or "Team" equals "IT" or "Comms"
Hope this helps :)
Andre might have possibly answered your question -> andz88.wordpress.com/.../fetchxml-trick-cross-entity-criteria-in-a-group-filter
Try an outer join. This is assuming that you don't need to check the team of the case owner, if the owner is an user.
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<fetch no-lock='true' >
<entity name='incident' >
<attribute name='title' />
<attribute name='ownerid' />
<filter type='or' >
<condition entityname='owningteam' attribute='name' operator='in' >
<value>IT Team</value>
<value>Comms Team</value>
</condition>
<condition entityname='systemuser' attribute='systemuserid' operator='not-null' />
</filter>
<link-entity name='systemuser' from='systemuserid' to='owninguser' link-type='outer' >
<attribute name='systemuserid' />
</link-entity>
<link-entity name='team' from='teamid' to='owningteam' link-type='outer' alias='owningteam' >
<attribute name='name' />
</link-entity>
</entity>
</fetch>
EDIT: You need to do this using XrmToolBox (https://www.xrmtoolbox.com/), FetchXML Builder and View Designer as this type of view cannot be created using CRM UI.
Add one more step to get the assigned user means owner of the cases.pls refer below.
community.dynamics.com/.../retrieving-all-records-owned-by-other-team-members
Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.
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