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Using Advanced Find and Linking to a Subject Tree

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I have a Subject Tree which categorises the Subject of a Case. The tree has a parent subject and then child subjects underneath. So a Case can have a Subject of the Parent Category the child category in the Tree. I'm struggling to do an Advanced Find to bring back all of the Cases that have the Parent subject or the Child subject from the Tree in the report. Anyone had any experience with this please ?

So for example my subject Tree is set up as Parent = Accommodation and underneath that I have 3 sub-categories which are 'Hotel','Motel','B&B' - I have one Case with subject of Accommodation and one Case with a Subject of ' Motel' - so I want to use advanced Find to pick up the two cases using the relationship between Accommodation and Motel. Anybody know how to do this please ?

thanks,

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Aiden Kaskela 19,696 on at

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Hi,

You can do this by linking from the case to the subject, and looking for subjects UNDER the parent. Since the subject tree is a hierarchy, the UNDER condition will give you back all the children of the parent specified.

Here's a screenshot of a search I just tested using a parent and child subjects. There are two conditions for the subject:

- Subject UNDER Accommodation (gets all cases where subject is Hotel, Motel, B&B)

- Subject Equals Accommodation (gets all cases where subject is Accommodation

You need to group them as an OR condition, and then you're good to go. If this helps, I would appreciate it if you could mark this as the verified answer.

Thanks,

Aiden

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Hi Aiden - thanks for the reply but this didn't work for me as I don't get the 'Under' option in the drop down - sorry couldn't do a screenshot as for some reason couldn't paste it in my reply.

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Aiden Kaskela 19,696 on at

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Hi Christine,

The Under condition was added to CRM 2015 so you must have an older version. You can do almost the same thing by using the Parent Subject field and setting that to Accommodation. This will do what you're looking for in the example you gave. The only difference would be if you have another layer of children below Hotel. Under would get you all three generations and this could only get you two.

Hope this helps.

Thanks,

Aiden

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Community Member on at

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Thank you :)

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Community Member on at

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And yes we are on CRM 2013

Thanks

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Aiden Kaskela 19,696 on at

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Hi Christine. If you wouldn't mind, could you mark one of my responses as the verified answer? Thanks a million.

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Done :)

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