Hierarchy based data to be shown outside CRM

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Posted on by Sudeep Duggal

Hello Friends.

I am currently building a custom page outside CRM. I am using Fetch XML to retrieve data from CRM on this page.

In this page I am binding all the Contacts for the logged in user onto a field.

Have used the below XML to retrieve data from CRM

fetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
"<entity name='contact'>" +
"<attribute name='contactid' />" +
"<attribute name='fullname' />" +
"<order attribute='fullname' descending='false' />" +
"<filter type='and'>" +
"<condition attribute='new_customertype' operator='ne' value='5' />" +
"<condition attribute='ownerid' operator='eq' value='" + gLoginId + "' />"
"</filter>" +
"</entity>" +
"</fetch>";

Now the customer wants that the managers to also use this page. (Using Managerial Hierarchy)

But with the above XML tag the page renders no values as all the Contacts are mapped to the subordinates.

Request help in achieving the same.

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Zohaib Uddin Khan 2,811 on at

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RE: Hierarchy based data to be shown outside CRM

Are you copying a Survey more than once? If Yes, follow the following approach.

1. Copy the survey from the first one. Now, you have Original Survey and Copy of Original Survey.

2. Now, copy the 'Copy of Original Survey', not the Original Survey. So, you have Original Survey, Copy of Original Survey and Copy of Copy of Original Survey.

Every survey can be copied once only. (This is what I learn through experience, no documentation restricted it)

P.S. Overwrite = No while copying.