Using Advanced Find to create a View to show the ralative Entity's record value - urgent

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Posted on by Datadvancer

Hi Expert,

I need create a view for one of the Entity-Product. Two of the columns named Retail Price and Wholesale Price which come from another relative Entity- Price. Product and Price have N:1 relationship. Price have setup a subgide in the Product form and have associate view (There are no "Retail Price" and "Wholesale Price" fields in the Product Field List)

Using Advanced Find, when I created the View for the Product, I selected the relative Entity and then select "Retail Price" and "Wholesale Price" to set to "Contains Data". After save and give it a proper name, I need edit the column. When I click the “add Column” , I found the default record type is Product. When I try to select the relative Price from the dropdown list, I cannot find it! What’s wrong happened/I go through a wrong way? Please kindly give me a advice Thanks in advance.

Or for this scenario, can you suggestion another best practice approach?

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Datadvancer on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

Hi Ravi, please reference the link below,

msdynamicsworld.com/.../create-advanced-views-microsoft-dynamics-crm-using-fetchxml-builder

It's the detail introduction of the tool by the author. you can use it in your work and introduce to others. It's a great tool.
RaviKashyap 55,410 Moderator on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

Great. If you could share the details how / what you have done with fetchxml then it can help other as well looking for solution to the same problem.
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Datadvancer on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

Thanks Ravi for your valuable informmation. I finally used the Fetchxml builder tool to solve the problem.
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RaviKashyap 55,410 Moderator on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

Hi,

It depends upon your business requirement. Currently you can associate multiple Price records (using the subgrid) to a Product. If you put a lookup field of Price on Product entity then you can get your desired view I/.e. Product, Wholesale Price, Retail Price but this means that that product can only be associated with just one price.

Hope this helps.
Datadvancer on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

Thanks Ravi. I have try is way, but it will only create a Price entity View.

Can I create two new fields, named Wholesale Price and Retail Price, in Product Entity with same type of them in the Price Entity, and then map the values of them from Price Entity into Product Entity?

I know this is a static COPY. Is it a workflow can make the dynamic data mapping? I’m not sure, can you give me an expert instruction? Thanks.
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RaviKashyap 55,410 Moderator on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

something like this (Test Entity is a custom entity similar to Price-
RaviKashyap 55,410 Moderator on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

Currently you are creating an advance find and select the Product as main entity. If you select Price as the main entity, you can then add columns from the product entity. The same thing which you are currently doing but changing the entities around i.e. first select Price and then add columns from products.
Datadvancer on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

Hi Ravi,

Could you explain more detail procession of "query Price and then add the product details"? Thanks.
RaviKashyap 55,410 Moderator on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

As mentioned above, I don't think there is any other way for the reason that it will return duplicate products. You could query Prices and then add the product details if you like.
Datadvancer on at

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RE: Using Advanced Find to create a View to show the ralative Entity's record value - urgent

Hi Ravi, I have not read your last note when I summit mine. I reading it now. Thanks.