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Microsoft Dynamics CRM (Archived)

Pulling through N:1 related entity fields within report

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Posted on by 5

Hello all,

I've created a custom entity (FPA) which has multiple Pricelist (entity) lookup fields, which then created multiple N:1 relationships between the FPA and Pricelist entities. I need to be able to create a fetchXML report that can pull through the specified Pricelist(s) records and their values to be used within the report. How would i go about achieving this?

Thanks

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  • David Jennaway Profile Picture
    14,065 on at

    The easiest place to start is to create an advanced find to include the relationships you want, and any fields on the main entity and from parent entities, and download the fetchXml. I don't fully understand your relationships, but the 2 main things you'll probably have to do by directly editing the fetchXml are:

    • Add an attributes that aren't on the main entity or direct parents. You can just add these directly within any entity element
    • If you have multiple relationships between the same pair of entities, you'll may have to add extra link-entity elements (quite possibly as outer joins), which you can do by copying the initial link-entity elements, ad changing the alias

    If you get stuck, try posting the fetchXml of what you have so far, and more detail on the output that you want

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