Filter data in CRM Chart XML

(0) Share

Report

Posted on by Community Member

I am trying to filter Activities data based on "activity type" i.e Filter all records for a chart that has values "Email" and "Phone call". Here is the code I am trying to use which is not working.

<link-entity name="Activities" from="activitytypecode" to="activitytypecode" link-type="outer">
<attribute name="activitytypecode" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" />
<filter>
<condition attribute="activitytypecode" operator="or" >

<value>"Email"<value/>

<value>"Phone call"<value/>

</condition>
</filter>
</link-entity>

</entity>

Any suggestions?

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (1)

Verified answer

a33ik 84,331 Most Valuable Professional on at

Like (2)

Report
Hello,

You don't need to make any joins to organize filtering. Check following FetchXml:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="activitypointer"> <attribute name="activityid" /> <attribute name="subject" /> <filter type="and"> <condition attribute="activitytypecode" operator="in"> <value>4202</value> <value>4210</value> </condition> </filter> </entity> </fetch>

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

How did you get 4202 and 4210?

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

I just used Advanced Find for this purpose:

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Oh wow! that's a smart way.

Another issue is. I have another CRM chart in which I am using some different attributes from activity but still I want to filter data based on Activity type . Here is the code:

<fetch mapping="logical" aggregate="true">

<entity name="activitypointer">

<attribute name="subject" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" />

<attribute name="createdby" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" />

<attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" dategrouping="day" />

</entity>

</fetch>

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Oh wow! that's a smart way.

Another issue is. I have another CRM chart in which I am using some different attributes from activity but still I want to filter data based on Activity type . Here is the code:

<fetch mapping="logical" aggregate="true">

<entity name="activitypointer">

<attribute name="subject" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" />

<attribute name="createdby" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" />

<attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" dategrouping="day" />

</entity>

</fetch>

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report
Try to use following FetchXml query:

<fetch mapping="logical" aggregate="true"> <entity name="activitypointer"> <attribute name="subject" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" /> <attribute name="createdby" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" /> <attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" dategrouping="day" /> <filter type="and"> <condition attribute="activitytypecode" operator="in"> <value>4202</value> <value>4210</value> </condition> </filter> </entity> </fetch>

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks much. This works.

How about filtering data for last 5 weeks?

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (2)

Report

Hello,

Have you tried to do anything before asking here? Advanced find can give you result. Here is what I got:

<fetch mapping="logical" aggregate="true" >

<entity name="activitypointer" >

<attribute name="subject" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" />

<attribute name="createdby" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" />

<attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" dategrouping="day" />

<filter type="and" >

<condition attribute="activitytypecode" operator="in" >

<value>4202</value>

<value>4210</value>

</condition>

<condition attribute="createdon" operator="last-x-weeks" value="5" />

</filter>

</entity>

</fetch>

Was this reply helpful? Yes No