Fetch cases from CRM

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Posted on by Kumar R

Hi All,

Portal user will be tagged with multiple accounts as a "Primary Contact". We need to retrieve all cases which are associated with each accounts where portal user set as a "Primary Contact" and display in Portal.
We have tried to achieve it with FetchXML filter criteria, but how we will pass the portal user id dynamically to FetchXML query from portal to CRM?

Can any one help us to sort out the requirement.

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RaviKashyap 55,410 Moderator on at

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RE: Fetch cases from CRM

Hi ,

You can use "user.contactid" in the fetch xml something like this-

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{% fetchxml entitltment_query %}
        <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" aggregate="true">
            <entity name="entitlement">
                <attribute name='remainingterms' alias='remainingterms_sum' aggregate='sum' />
                <filter type="and">
                    <condition attribute="contactid" operator="eq" value="{{ user.contactid }}" />
                    <condition attribute="statecode" operator="eq" value="1" />
                </filter>
            </entity>
        </fetch>
      {% endfetchxml %}

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You could also achieve this by creating a contact lookup field on case entity say "Customer's Primary Contact" and auto populate it with customer's primary contact and then creating entity permission to get all cases this lookup relationship. This way you don't need to write/ customize the page with fetch xml. I tried this and it worked fine-

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Kumar R on at

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RE: Fetch cases from CRM

Thanks Ravi for your reply. We have tried the contact lookup field approach before raising a query in forums, want to know the approach to build a custom logic and fetch the list of accounts by using portal user. I got the answer.

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