Updating the upcoming date in the view

(1) Share

Report

Posted on by CU27040858-8

Hi Team

I have a scenario in case entity having appointments subgrid having next appointment booking field,in the active view this field needs to shown upcoming appointments like dates wise

For example if I have 3 appointments with different dates 11,18,22 , currently it is showing 22 only but it needs to be shown 11, 18 then 22 how can I achieve this could anyone plz help on this many thanks in advance

I have the same question (0)

All responses (3)

Answers (1)

Sort by

Leah Ju Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

Hi Partner,

Next appointment booking field?

Is it customized?

Because I didn't find it in the case or appointment entity.

If it is one customized field:

Is it in the case entity? Or is it in the Appointment entity?

Can you share screenshots about all?

Was this reply helpful? Yes No
CU27040858-8 10 on at

Like (0)

Report
Copy link

Link copied!

Hi Leah Ju,

Thank you for your response

yes , "next booking appoinment" is the customized filed in case & appointment entity,

we have sub grid view on the incident entity having the next booking appointment field (if this view having 3 different appointments)

we have active views having next booking appointment field,here it need to show next aptment date means not latest date wise

if we have 14th ,16th,18th different dates in the active view it need to 14th after 14th it will update to 16 and then 18

Was this reply helpful? Yes No
Verified answer

Leah Ju Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

Hi Partner，

You can set 'next booking appointment' field as rollup type:

Test:

More details:

https://www.encorebusiness.com/blog/dynamics-365-sales-next-last-activity-date-time-capture/

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No