multiple entities in same view

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Posted on by Community Member

Hello

I am trying to make a view with multiple entities. i have 3 entities, cars, trucks, and boats. All 3 have a field called repair status. I want to make a view that looks at all three of these entities and extracts all of the things that have repair status = "finished repair". I dont care about any of the other fields that are not common , i just need to be able to view the name, and maybe 1 or two other common parameters amongst the entities. Is this possible with CRM 2013? I dont mind writing java scripts to do so as well if someone can point me in the right direction.

thanks.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

If you use CRM 2013 I can assume that you On-Prem. The easiest way for you (as for me) either to create one entity and migrate all your data from 3 entities into 1 or create a report that will be able to compose all 3 entities into 1 table using Union clause.

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ashlega 34,477 on at

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You can also create a dashboard with 3 areas (1 per entity)

Or you might also create a new entity, add 3 lookups (1 per existing entity), then create a record of that new entity for every car, truck, and boat in the system and set the lookup (might use 3 on-demand workflows?)

Once you have that, you can build a view for that entity and add fields from cars/trucks/board (still, you'll have 3 different columns for statuses etc)

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Community Member on at

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How about creating web resource and merge those records into one grid view? You can plug the web resource to any form, dashboard etc.

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Tom Fursdon on at

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Two options:

Option 1 - This will take the most work, but could future proof you for similar queries later:

Create a new entity called something like "Vehicles" with an option set or lookup field that dictates what kind of vehicle the record is (car, truck etc.). Set business rules on the entity form to only show the fields that relate to the vehicle type selected. Migrate all existing records to the new entity, then create your view for the new Vehicle entity.

Option 2

Instead of making a single view, make three (one for each entity) and put them on a "Completed Repairs" dashboard. It's not quite what you're looking for, but would provide a single location to view all completed repairs.

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Community Member on at

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Can you please elaborate? is it possible to somehow use fetch xml to query the data as if we would using sql? then on the Onload function and a web resource we can display the data?

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Community Member on at

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Yes, but bear in mind you need to query 3 time so that you have 3 results set for different entities. Then you have to merge those results set into a common type and display them in a custom grid view (client side grid view).

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ashlega 34,477 on at

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Not sure if it's clear.. you can't put all 3 queries into 1 fetchxml - there is no union statement there. So this approach would require 3 different requests and a custom grid(web resource, javascript,etc) to display the results and to allow users to update/delete/etc.

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ram r on at

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Simple approach: Create a SSRS report and show it in an Iframe.

crmtipoftheday.com/.../embed-a-pre-filtered-report-in-an-iframe

Complex approach: Create a custom web resource(html+JS) to fetch and show data.

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