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Microsoft Dynamics CRM (Archived)

Editing 'add columns' in advanced find

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Hi,

I’m trying to edit which record types appear on ‘add columns’ sections of advanced find in CRM 2013.

The background is that we’re trying to measure the length of time that emails are in our queues before they are entered into a case and removed from the queue. I can view the emails that entered the queue by selecting ‘queue items’ in advanced find, then by searching between two ‘entered queue’ dates.

To view how long they were in the queue I wanted to compare the date they entered the queue and the date the case was created. I don’t believe there is another way around it. For instance, our CRM doesn’t automatically measure the age of emails in queues.

I have added ‘entered queue’ onto the results by selecting it in ‘edit column’. However, I can’t select ‘regarding (case)’ from the record type menu on ‘edit columns’ to get the date the case was created like I can in advanced find when I’m looking up emails or phone calls logged.

Is there a way to add additional record types to the ‘add columns’ on advanced find?

Or would we have to create custom code for this?

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  • Suggested answer
    Daniel Wikell Profile Picture
    2,360 on at

    The types of related records that show up in edit columns are limited to records that are related N:1 to the base record you are searching for and limited to 1 step away.

    Queue Item -> Email -> Regarding (case) is 2 relational steps away and thus not available to show as a column in a view.

  • Daniel Wikell Profile Picture
    2,360 on at

    You might instead want to try and search for Emails (as the base record) that have related queue item in your timespan. That way, regarding (case) would be only 1 step away.

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