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Microsoft Dynamics CRM (Archived)

View for Tickets without any active Activities

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Posted on by

Hello everyone,

i am trying to create a View that shows all the open Tickets with no active Activities regarding to it.

I tried to filter by Activity Status but that does not work at all.

Does anyone have a solution for this?

Thank you

Julian

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  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at
    RE: View for Tickets without any active Activities

    Hi Julian,

    In advanced find you can very easily do that :  

    4113.1.png

    however the same is not available in normal view filter which is i know sad.

    https://community.dynamics.com/crm/f/117/t/309584  

  • Suggested answer
    Kokulan Profile Picture
    18,054 on at
    RE: View for Tickets without any active Activities

    Try the following query?

    ScreenClip-_5B00_255_5D00_.png

    Only issue with this query is that it will not return the cases that have no activity created at all.  If all your cases will have at least one activity, then the above query should work fine for you

  • Rawish Kumar Profile Picture
    13,758 on at
    RE: View for Tickets without any active Activities

    ignore me! I miss understood the question.

    Query provided by Kokulan should work. Let us know the outcome.

  • Community Member Profile Picture
    on at
    RE: View for Tickets without any active Activities

    Almost :)

    I do have a Ticket with Activities regarding to it but they are all completed.

    Now i want to filter all our Tickets that could be closed because there are no more Open Activities

  • Community Member Profile Picture
    on at
    RE: View for Tickets without any active Activities

    I allready tried this one. But it does not work. It still shows Tickets with Open Aktivities :/

  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at
    RE: View for Tickets without any active Activities

    Hi Julian,

    what is the definition for you of a "Close activity" , is there specific status you are looking for.

    because with above query under any circumstances you will get a case with open activity.

    not sure if this make a different but Another suggestion would be to look for specific actitvity such as phone call or email etc.
    267552.1.png


  • Community Member Profile Picture
    on at
    RE: View for Tickets without any active Activities

    My filter should be like this. outcome.png

    But what i get is like this.

    Top Activities=Open

    Bottom = completed

    outcome.png

    I get Tickets with Activites that do have Status OPEN

  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at
    RE: View for Tickets without any active Activities

    Okay if you have filter what you have posted - it should not bring the open activity.

    is it happening with just this activity or it happens frequently?

    Edit the view again - publish properly - log out and login again. also try to clear cache or change browser. see if that works.

  • Community Member Profile Picture
    on at
    RE: View for Tickets without any active Activities

    It happens for a lot of activities. I guess 150+

    I i will try to publish, log out/in and clear cache.

  • Community Member Profile Picture
    on at
    RE: View for Tickets without any active Activities

    Still get the same results...

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