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Customer experience | Sales, Customer Insights,...
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Issue with filtering exposure records based on associated account

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//Hello everyone,
In the /exposure records/=/relevé d'exposition/ section, I want to display only those that have the same associated account name as the one in /clientid/. I have written this code which seems to work correctly, as all the console.log messages are displayed as expected. However, nothing appears in the exposure records after the filter is applied. You can see the screenshots to see the issue. Here is the code I used:
 
 
function filterExpositions() {
    debugger;
    console.log(/DĂ©but du filtrage des relevĂ©s d'exposition./);
 
    // RĂ©cupĂ©rer l'ID du compte depuis le champ de recherche 'sfa_clientid'
    var accountLookup = Xrm.Page.getAttribute('sfa_clientid').getValue();
    var accountId = accountLookup ? accountLookup[0].id.replace('{', '').replace('}', '') : null;
    console.log(/ID du compte rĂ©cupĂ©rĂ© depuis le champ 'sfa_clientid':/, accountId);
 
    if (!accountId) {
        console.log(/Aucun ID de compte trouvĂ©, filtrage des relevĂ©s d'exposition non effectuĂ©./);
        return;
    }
 
    var expositionGrid = Xrm.Page.getControl('Subgrid_new_3');
    if (!expositionGrid) {
        console.log(/Grille de relevĂ© d'exposition non trouvĂ©e./);
        return;
    }
 
    // CrĂ©ation du FetchXML avec l'ID de compte dynamique pour le filtrage
    var fetchXml = /<fetch top='50'>/ +
                   /<entity name='sfa_relev'>/ +
                   /<attribute name='sfa_name' />/+
                  / <attribute name='sfa_famille4' />/+
                  / <attribute name='sfa_famille3' />/+
                  /<attribute name='sfa_famille2' />/+
                  / <attribute name='sfa_famille1' />/+
                  / <attribute name='sfa_famille5' />/+
                  / <attribute name='sfa_mise_en_place' />/+
                  / <attribute name='sfa_famille6' />/+
                  / <order attribute='sfa_mise_en_place' descending='true' />/+
                  / <attribute name='sfa_compte_to_releves' />/+
                  /<attribute name='ownerid' />/+
                  / <attribute name='sfa_relevid' />/+
                   /<link-entity name='account' from='accountid' to='sfa_compte_to_releves'>/ +
                   /<filter>/ +
                   /<condition attribute='accountid' operator='eq' value='/ + accountId + /' />/ +
                   /</filter>/ +
                   /</link-entity>/ +
                   /</entity>/ +
                   /</fetch>/;
    console.log(/FetchXML construit avec l'ID du compte dynamique:/, fetchXml);
 
    // Application du FetchXML Ă  la sous-grille et rafraĂ®chissement de celle-ci
    expositionGrid.setFilterXml(fetchXml);
    expositionGrid.refresh();
    console.log(/Grille de relevĂ© d'exposition rafraĂ®chie avec le nouveau filtre./);
 
    // RafraĂ®chissement du contrĂ´le 'Subgrid_new_3'
    var subGrid = Xrm.Page.getControl(/Subgrid_new_3/);
    if (subGrid) {
        subGrid.refresh();
        console.log(/ContrĂ´le 'subGrid' rafraĂ®chi./);
    } else {
        console.log(/ContrĂ´le 'subGrid' non trouvĂ©./);
    }
}
 
// Écouteur d'événements pour appeler filterExpositions lorsque le formulaire est chargé
document.addEventListener(/DOMContentLoaded/, function() {
    console.log(/Document chargĂ©, appel de filterExpositions./);
    filterExpositions();
});
 
and what i have in the consol:
Début du filtrage des relevés d'exposition.
ID du compte récupéré depuis le champ 'sfa_clientid': 15087B86-EDAB-EE11-BE37-000D3A28949E
sfa_owner:43 FetchXML construit avec l'ID du compte dynamique: <fetch top='50'><entity name='sfa_relev'><attribute name='sfa_name' /> <attribute name='sfa_famille4' /> <attribute name='sfa_famille3' /><attribute name='sfa_famille2' /> <attribute name='sfa_famille1' /> <attribute name='sfa_famille5' /> <attribute name='sfa_mise_en_place' /> <attribute name='sfa_famille6' /> <order attribute='sfa_mise_en_place' descending='true' /> <attribute name='sfa_compte_to_releves' /><attribute name='ownerid' /> <attribute name='sfa_relevid' /><link-entity name='account' from='accountid' to='sfa_compte_to_releves'><filter><condition attribute='accountid' operator='eq' value='15087B86-EDAB-EE11-BE37-000D3A28949E' /></filter></link-entity></entity></fetch>
sfa_owner:48 Grille de relevé d'exposition rafraîchie avec le nouveau filtre.
sfa_owner:54 Contrôle 'subGrid' rafraîchi.
 
 
I have the same question (0)
  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    You can try the following fetchXML.
    `<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
    <entity name="sfa_relev">
    <filter type="and">
    <condition attribute="accountid" operator="eq" value="${accountId}"/>
    </filter>
    </entity>
    </fetch>`
     
    You can refer to the following related links

    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     
  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
     

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