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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filtering on more than...
Microsoft Dynamics CRM (Archived)

Filtering on more than one records

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Posted on by sparkymark75 915

I have the following setup with custom entities.

Incident (Service Case) related to Products

Tier 1 Complaint related to Products and Tier 2 Complaint

Tier 2 Complaint related to Products

I have customised the Incident form by adding the Tier 1 and Tier 2 fields. What I want is the user to select the Tier 1, but the values available being only those which have been related to the select Product on the form. This part is fairly easy to do.

The sticking point is the Tier 2 field. What I want is for the user to be limited to Tier 2 values which are filtered based upon the selected Tier 1 value AND the currently selected product. Out of the box, I can achieve one or the other using the Related Records Filtering but not both at the same time.

Any suggestions on how to achieve this would be appreciated.

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  • Suggested answer
    apurv Profile Picture
    apurv 926 on at

    Hi Mark,

    You might want to consider using one of the Xrm methods to show the custom views using fetch XML. Here's the sample for your to look at msdn.microsoft.com/.../gg334266.aspx

    You can build these FetchXML queries using advanced find and use dynamic values from the form as parameters.

    Let me know if that helps resolving your purpose.

    Regards,

    Apurv Ghai

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