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Microsoft Dynamics CRM (Archived)

Help With Creating a View

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Posted on by 1,703

I have been struggling trying to create a view on a custom entity with the following criteria

 

‘Submission_Status’ = ACCEPTED , EXTRACTED, REJECTED PROCESSING, SUBMITTED

WHERE ‘Submitted_date’ = TODAY()

 

Or Submission_Status’ = UNSUBMITTED

(There is no ‘Submitted_date’ )

 

Or Submission_Status = APPROVAL

(There is no ‘Submitted_date’ )

 

Is this possible and if so what grouping should I use

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  • Verified answer
    Mahadeo Matre Profile Picture
    17,021 on at
    RE: Help With Creating a View

    you need to AND

    ‘Submission_Status’ = ACCEPTED , EXTRACTED, REJECTED PROCESSING, SUBMITTED

    WHERE ‘Submitted_date’ = TODAY()

    Then or condition for

    Submission_Status’ = UNSUBMITTED

    Submission_Status = APPROVAL

    and Complete OR for all three conditions.

    so your conditions will look like in advanced find

    Submission_Status’ = UNSUBMITTED

              OR

    Submission_Status = APPROVAL

    OR

    Submission_Status’ = ACCEPTED , EXTRACTED, REJECTED PROCESSING, SUBMITTED

     AND

    ‘Submitted_date’ = TODAY()

    To do grouping you need to select condition and add group.. group is shown on the top ribbon 

  • Verified answer
    Mamatha Swamy Profile Picture
    5,426 on at
    RE: Help With Creating a View

    Pete,

    Try this format

    3264.Capture1.JPG

    3264.Capture1.JPG

    Hope this helps!

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