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Can I create a view of records (from a custom entity) which do NOT have any upcoming/scheduled activities?

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Posted on by Julie Glasgow 110

Hi, 

I have a custom entity, which I'd like to create a dashboard view to show any records which do NOT have any upcoming/scheduled activities. Essentially, users are supposed to be proactively planning in activities to do in the future, and management want to see if they're doing that. 

Any help would be appreciated. 

Thanks

  • Julie Glasgow Profile Picture
    Julie Glasgow 110 on at
    RE: Can I create a view of records (from a custom entity) which do NOT have any upcoming/scheduled activities?

    Thanks for the super quick response Wahaj. Your response makes sense. I was just hoping there was an OOB way and I was just missing something.

  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Can I create a view of records (from a custom entity) which do NOT have any upcoming/scheduled activities?

    Hi,

    Thank you for your query.

    As far as I know, you cannot achieve this using OOB features.

    This means you cannot apply a filter in the views to get results based on NOT IN operator.

    For example, you can list Accounts where Activity Start Date is in the Next 1 month, however, you cannot list Only Accounts where Activities Start Date NOT IN NEXT 7 DAYS.

    To achieve this, I would suggest the following approaches:

    • Add a Roll-up field (whole number) to store the count of Activities where is status is Scheduled (or Open):

    pastedimage1613067403041v1.png

    Then use this count in your views (chart), however, the rollup fields are not updated instantly and you cannot apply filters like 'Start date is in Next 1 month'.

    • Create a whole number filed (simple) and use a plugin to get a count of the open (scheduled) activities. You can register the plugin on creating/update of Activity where regarding is your custom entity. Implement all your conditions and update the count to be used in views.
    • If you are using on-premise, you can write an SQL Server query and use it in the SSRS report.

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