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Account - view filter by 2 different work order filed statuses

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Posted on by Trying

Need to know if i can do this with a simple view filter.

I have 1 x Account with multiples work orders.

I want to create an account view based on 2 different work orders (child records).

So i have ACC-A and WO-A and WO-B

I want a list of all accounts where WO-A has a system status of Close-Posted

AND

Where WO-B has a system status value of open-scheduled.

I works well for one or the other but is there an easy out of the box way to make it check the 2 x WOs?

So i want to check 2 x child work order statuses.

Thanks

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LuHao 40,892 on at

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RE: Account - view filter by 2 different work order filed statuses

Hi partner,

To achieve it, we have to create some custom fields and workflows.

Step 1. Create two new fields for Account, one to indicate whether there is related Close-Posted WO-A, and the other to indicate whether there is related Open-scheduled WO-B.

Step 2. Create two workflows for Work Order, one is on-demand workflow.

1) Normal workflow.

Scope: Organization. Start when: Record is created, Record fields change (Service Account).

If

then

Else if

then

Activate the workflow.

2) On-demand workflow.

Same as the setting of the previous workflow.

Activate the workflow.

Step 3. Run the on-demand workflow for all existing Work Orders.

If there are a large number Work Order records, then I recommend that you use XrmToolBox's Bulk Workflow Execution tool to execute workflows in batches.

Step 4. Create a view. The filter condition is that the two custom fields of Account are both Yes.

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Trying 75 on at

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RE: Account - view filter by 2 different work order filed statuses

Thank you for you great response with screenshots etc.

I am aware of this way though and should have mentioned i will just checking there was no other way of doing it via a filter only?

Thanks

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LuHao 40,892 on at

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RE: Account - view filter by 2 different work order filed statuses

Hi partner,

Unfortunately, it's impossible to achieve it by simply using filtering with advanced find.

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Al Iggs on at

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RE: Account - view filter by 2 different work order filed statuses

This challenge really made me curious, so I tried it on my instance. Here's what I did: I used Advanced Find to create your conditions, I used

WO Type=Diagnosis (#1) and Status=Closed-Posted (#2)

WO Type=Inspection (#3) and Status=Open-Scheduled (#4)

both lines grouped with AND. Does this mimic your requirement?

Of course this does not give you the correct result, b/c it will basically AND-combine all 4 conditions, giving you 0 matches.

I then saved the view definition and opened the View Designer in the XRM Toolbox. Advanced Find adds a "link-entity" for work order with 4 conditions. I changed this into 2 "linked-entity" branches for work order with conditions #1 and #2 in the 1st branch and #3 and #4 in the 2nd branch. Saved and published the new view definition and BOOOM, my view shows exactly the one account that has both work orders associated.

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Al Iggs on at

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RE: Account - view filter by 2 different work order filed statuses

Hi Trying, did you get this resolved?

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