Searching for D.o.B. for specific date range

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Posted on by MattyH

Hi,

I am looking to create an Advanced Find view that shows me a list of animals which are turning a certain age in the next week.

I want a view to show any animal that will turn 20 years old in the next week. I have tried using the Last X Weeks or Last X Months search options, but are limited to a figure much lower than that required to search over 20 years.

Can anyone come up with a suggestion, or an alternative?

Thanks in advance

Matty.

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MattyH 15 on at

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RE: Searching for D.o.B. for specific date range

Hi,

Thanks, makes total sense now.

Matty.
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LuHao 40,876 on at

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RE: Searching for D.o.B. for specific date range

Hi Matty,

Note that after setting the filter for the view to more than 100 weeks, this view cannot be edited in D365 by the way in your screenshot.

You could first enter the view then edit this view by advanced find. But if you edit it in D365, you can't make the number of weeks exceed 100.

1. Go to the view and click the Advanced Find button in the top right corner.

2. You will still see this warning and click OK. Here you need to click about 6 times OK, because this warning will pop up repeatedly. Then you will enter the view editing interface.

3. Click Details to start editing. It still does not support more than 100 weeks.

Therefore, I recommend that you first edit the view completely in the advanced find (except for the number of weeks, set to 100 first), and finally enter XrmToolBox to change the number of weeks to 1043.
MattyH 15 on at

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RE: Searching for D.o.B. for specific date range

Hi,

I have just tried to build the view, as per your instructions, and I am getting the following warning.

I am unable to open the required view.

Can you help?

Thanks

Matty.
MattyH 15 on at

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RE: Searching for D.o.B. for specific date range

Hi Lu,

Thanks, this is exactly the answer I was looking for. I will give it a try.

Matty.
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LuHao 40,876 on at

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RE: Searching for D.o.B. for specific date range

Hi Matty,

In D365, by default we can only set up filters for the last 100 weeks/months/years.

If we want to set more than the last 100 weeks, we can use View Designer of XrmToolBox to edit the view.

This is the download link for XrmToolBox: https://www.xrmtoolbox.com/

If you want to filter animals that are 20 years old next week, then the filter is that the birthday is last 1042~1043 weeks. ( (365*20+5)/7=1043.5 )

The following is the step process:

1. We create a personal view with two filters for the birthday of the last 100 weeks and older than 100 weeks. (Here I take the Account as an example.)

2. After we download and unzip XrmToolBox, open it and connect it to your D365 organization. Install View Designer and FetchXML Builder in the plugins store.

3. Open View Designer and click Open to select the corresponding entity and the view we just created.

4. Click Edit Query to enter FetchXML Builder.

Find operator="last-x-weeks" value="100" and operator="olderthan-x-weeks" value="100" ,

change them to "last-x-weeks" value="1043" and operator="olderthan-x-weeks" value="1042".

After changing, click OK and then click Return FetchXML.

5. Click Save and the click Publish. Back in D365, this view will filter out the animals whose birthday is last 1042~1043 weeks.
MattyH 15 on at

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RE: Searching for D.o.B. for specific date range

It seems, on our system anyway, that I am limited to searching back 100 weeks or 100 months. Is this fixed, or can it be altered?