You’re offline. This is a read only version of the page.
180
Hi,
I have a FetchXML based SSRS report. Which is supposed to show activities at account level.
My client requirement is to execute this report on an open account record by selecting the report from the ribbon. I have tried to parametrise the report but no luck. Highlighted red below.
How do I pass the open/selected record ID to the report so it executes in the context of that record?
<?xml version="1.0"?>
<fetch distinct="true" mapping="logical" enableprefiltering="true" output-format="xml-platform" version="1.0">
<entity name="activitypointer">
<attribute name="activitytypecode"/>
<attribute name="subject"/>
<attribute name="statecode"/>
<attribute name="prioritycode"/>
<attribute name="modifiedon"/>
<attribute name="activityid"/>
<attribute name="scheduledstart" />
<attribute name="scheduledend" />
<order descending="true" attribute="modifiedon"/>
<link-entity name="activityparty" alias="aq" link-type="inner" to="activityid" from="activityid">
<filter type="and">
<condition attribute="participationtypemask" operator="in">
<value>1</value>
<value>2</value>
<value>3</value>
<value>4</value>
<value>5</value>
<value>6</value>
<value>7</value>
<value>8</value>
<value>9</value>
<value>11</value>
</condition>
</filter>
<link-entity name="contact" alias="con" link-type="inner" to="partyid" from="contactid">
<attribute name="fullname"/>
<attribute name="parentcustomerid"/>
<attribute name="jobtitle"/>
<link-entity name="account" alias="acc" link-type="inner" to="parentcustomerid" from="accountid">
<attribute name="name"/>
<filter type="and">
<filter type="or">
<condition attribute="accountid" operator="eq" value="@CRMID"/>
<condition attribute="parentaccountid" operator="eq" value="@CRMID"/>
</filter>
</filter>
</link-entity>
</link-entity>
</link-entity>
</entity>
</fetch>
Run report on the opened record
When Executing, the following appear so instead of straight run the report in the context of opened record it is still asking for record ID.
Thanks
Hi Partner,
Maybe you can refer following links:
Custom Report Run on Current Record CRM Online - Microsoft Dynamics CRM Forum Community Forum
How to create a SSRS Report for one or more selected records – Dayman Dynamics
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (