Hello everyone,
I have a custom table that has an End date and Warranty dates columns with sample data as below:
What I am trying to achieve is the below:
I created a public view and I would like to filter all records that will expire based on Today's date+next 30 days.
That means as a result I should only see the records that:
If Today is March 15, 2022, that means that 30 days from today would be April 14, 2022.
Only the 04/14/2022 records will be returned without taking into consideration anything before that date.
What I tried:
I tried to use the View designer tool on xrmtoolbox based on the below article:
stoneridgesoftware.com/.../
but I don't know why the custom view that I created is not showing inside the tool.
What can be the reason that view is not showing?
Is it possible to achieve the above without modifying the view fetch XML query or is there any alternative way to modify the query of the view in the back-end?
Could you please provide an example and the steps required to make it work?
Any help is highly appreciated.
Best regards,
EBMRay
Hi EBMRay,
It seems that the view you posted is a personal view and only a public one can be listed in the tool.
Please refer to the following documentation to check if it is a public view:
And here are the detailed steps to create a public view.
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