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Microsoft Dynamics CRM (Archived)

Facing problem with a Customized View

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Posted on by 340

Hello ,

I created one Customized view (for addition of Outer Join) by updating Fetch xml via exporting solution , updating fetch xml and importing it back . 

The view is successfully created with all respective records . The only problem is that when i try to click on any record in List View it is redirecting me to the new record window . Is it a know issue ?

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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Facing problem with a Customized View

    Hi,

     try a rollup field maybe? Create a rollup field on the opportunities and set it up to calculate "max" appointment date. Then use it to configure the view..

  • Amiy  Profile Picture
    Amiy 340 on at
    RE: Facing problem with a Customized View

    Hi Alex ,

    I want to Fetch Opportunity related to Appointments have End date not greater than today's date .

    I created Advanced find query for Opportunity related to Appointments havind End time last X Years = 100

    but it Fetch records having end time less than todays date but also there are some opportunity records as below

    Opportunity record having 2 Appointments :

    1. Appointment A = End date 30/10/2017

    2. Appointment B = End Date 1/8/2017  (dd/mm/yyyy)

    This records is also fetched in query and I dont want to fetch such Opportunity records .

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Facing problem with a Customized View

    No idea.. although, if it's customized in a way that's not supported by advanced find, maybe that's why (but, I think, it used to show up anyway.. it would just lose those special filters/links when they were not compatible with the advanced find)

  • Amiy  Profile Picture
    Amiy 340 on at
    RE: Facing problem with a Customized View

    Do you know why the the customized view doesn't appears in Advanced Find?

  • Verified answer
    Amiy  Profile Picture
    Amiy 340 on at
    RE: Facing problem with a Customized View

    Thanks for your help Alex. It worked :)

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Facing problem with a Customized View

    Hi,

     make sure you have included the id field for that entity into your fetchxml attributes..

    For example:

    accountid

    new_customentityid

    etc

    (it does not have to be added to the columns - only to the attributes)

  • Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at
    RE: Facing problem with a Customized View

    Can you show us the fetchxml and view definition of your customization XML?

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