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Using Advanced Find for Account Hierarchy

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Posted on by Spaz

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Hello,

I need some help using advanced find. I want to search for all account records where the parent for example is XYZ LTD. This part I am able to do in advanced find without any issues, however, it’s the subsequent part I cannot seem to figure out.

Once I get the results for the above query I want to know which of the account records returned are themselves parent records of other accounts. This is where I get stuck, ideally I need the search criteria to be on one search.

Any assistance would be helpful.

Thank you

Spaz

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Hi Spaz,

You are trying to get account records with child records and whose parent account is 'XYZ LTD', Right?

If so, you need add Related entity contains data as condition.

Example:

Similar scenario:

It should only Account 01can be returned, it has child accounts and whose parent account is 'A. Datum Corporation (sample)':

Set advanced find:

Result:

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Spaz 285 on at

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Thanks Leah Ju, what you have described above is what I want but for the results I want to see XYZ LTD & Account 01 in the same result view is this possible? Also my advanced search criteria looks a bit different than yours when I enter the RELATED details so “Accounts (Parent Account) I do not have the option to enter ‘contains data’ the next line which appears gives me the option to then select a account field again. The difference may be down to the version I am using which is Dynamics 365 on prem.

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Hi Spaz,

Unfortunately, you can't achieve the first.

You can't view 'XYZ LTD' record in the returned result, because it does not meet the first condition--parent account is 'XYZ LTD'.

If XYZ LTD & Account 01 are returned at the same time, which defies logic and can cause confusion.

Maybe you can add parent account field to the new view, then you can view it in the result:

For second point, it is indeed due to the difference in versions.

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NODAL 860 on at

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Hi Spaz,

You can use 'Under" operator to fetch hierarchical data.

Refer : Query hierarchical data (Microsoft Dataverse) - Power Apps | Microsoft Docs

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