PreFiltering FetchXML not working/only returning all records

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Hey guys,

I've created a copy of a report in FetchXML as the SQL version seemed to be missing data...a story for another day. Now, I've enabled prefiltering at the top of the 3 datasets in the report:

I've also set the report to be available in Reports Area, Forms for related Records and Lists for related records in the Categorization section of the report.

Screen-Shot-2018_2D00_06_2D00_14-at-15.35.06.png

Now, when I go to our events attendee (a custom entity), I see the old SQL report (Guests with notes) available for the selected records, but the new fetchxml report (Guests for Development events) is only available for all records.

Screen-Shot-2018_2D00_06_2D00_14-at-15.37.16.png

I know with the SQL report I had to alias attributes as CRMAX_columnname, but apparently I don't need to anything like that for fetch? I'm obviously missing something but any help would be greatly appreciated!

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Prefiltering doesn't work for you because it should be added to entity and not to fetch like:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="account" enableprefiltering="1"> <attribute name="name" /> <attribute name="accountid" /> <order attribute="name" descending="false" /> </entity> </fetch>

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Thank you so much!

Do I need to do this on Link-entities also?

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Community Member on at

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Hey Andrew,

Thanks so much, I've updated my fetch on my three datasets to now reflect pre-filtering only in the Entity node, however it's still only showing the option to run on all records - any other thoughts?

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a33ik 84,331 Most Valuable Professional on at

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Here is a trick - don't update report that you already uploaded to CRM. Delete it in CRM and create again.

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Great tip! I have tried that now but it still only giving me the option to the run on all records, if it helps, here's the three datasets:

----

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">

<entity name="new_eventattendee" enable-prefiltering="1" >

<attribute name="new_eventattendeeid" />

<attribute name="new_status" />

<attribute name="new_contactid" />

<attribute name= "new_eventid" />

<order attribute="new_contactid" descending="false" />

<link-entity name="contact" from="contactid" to="new_contactid" alias="contact" enable-prefiltering="1" >

<attribute name="parentcustomerid" />

<attribute name="jobtitle" />

<attribute name="contactid" />

</link-entity>

</entity>

</fetch>

---

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" >

<entity name="new_relationshipnotes" enable-prefiltering="1">

<attribute name="new_contact" />

<attribute name="new_type" />

<attribute name="new_notes" />

<attribute name="new_contactname" />

<filter>

<condition attribute="new_type" operator="eq" value="100000001" />

</filter>

</entity>

</fetch>

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a33ik 84,331 Most Valuable Professional on at

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Replace "enable-prefiltering" with "enableprefiltering" like I posted in my reply without dash.

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I'll have to buy you a beer sometime, you are a lifesaver, thanks so much!

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RajatSharmaRaj on at

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So did you buy him a beer yet? {Wondering..} :-)

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