Can I create a filter that excludes all other results when only one record meets the requirements?

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Posted on by Thomas Jeavons

When working in Customer Service Hub - Cases, I am trying to create a view that shows cases that include only completed work orders.

The problem is some cases have multiple work orders, and these work orders will have different system statuses and substatuses. If I am trying to create a filter that shows cases that does not include work orders with a substatus of "to book" this is showing me cases that include 2 work orders 1 at "to book" and 1 at "complete".

I would like to make the filter "harsher" and if any record within the case does not meet the requirements then it should be ignored.

Thanks for any help.

Kind regards,

Thomas.

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Carol J Kelly 7 on at

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RE: Can I create a filter that excludes all other results when only one record meets the requirements?

Try creating the view from work orders, filter them first, then add the related case in the view.
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a33ik 84,331 Most Valuable Professional on at

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RE: Can I create a filter that excludes all other results when only one record meets the requirements?

Hello,

I'm afraid it won't be possible to create the view you want using OOB designer but it's doable using FetchXml: