Dynamics Community Forum Thread Details

Setting the Criteria in a view for different dates depending on what data is in a field

Hi all,

I am hoping you are able to help.

we have created a field to segment our clients into different "buckets" depending on likelihood to give us work. We currently have a view & chart to show when these clients become "neglected" - no contact within the last month. We now want to change this so that they become neglected at different times depending on what "bucketb (x,y etc)" they are in. I can get the view to filter the data showing all the buckets becoming neglected within x weeks but i can't get it to work with the criteria for different lengths of time. I've tried using the and / or grouping but that doesn't work.. My idea solution is to have them show as neglected when X & last contact date is 4 weeks and Y & last contact dates is 12 weeks.

Here is a screenshot of how it is set up currently but i am getting all three of the segments if contact older than 4 weeks.