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Is it possible to get a snapshot of a view at a particular point in time? For example, I have a view of all active cases, can I specify a date be shown all active cases on that date? So what I need is to be able to see what cases were active every Friday over the past month and export these.
Hi Ger,
This is not possible.
Hi, you can try to use FetchXML Builder in XRMTOOLBOX tool to constructio your views and filter. There are a plenty of query options that Advanced Find are not doable.
Thanks for the help guys, I have been using advanced find to build this but was hoping there may have been something ootb.
Hi,
There is no out of box functionality to provide the view snapshot but you can try advance find query to build the query. I have verified but below may work for you-
Hope this help.
I faced such scenarios where legacy system was something like Lotus Notes where the snapshot concept is common.
There’s no OOB solution, but you have couple of choices. You can build infrastructure to have a SQL replication or Data sync to Azure VM using Data export service. Then you can build a SSRS report (subscription model) to run on every Friday to generate report & go out. Or sql job to dump in a separate table every Friday.
Another choice is utilizing the case resolution records or case resolved on date field in case itself to filter out based on your need.
Hi Ger!!
OOTB there is nothing. Maybe using Field Audit, you could have an approach but probably it will be a bit complex. You should hava a base table with active cases and audit "status reason" field-changes from Friday to Friday and update your base table.
Other option would be create a custom entity (case_log e.g.) and create a workflow and create custom entity record when a case changes its state. I assume that the same case can change its status several times.
Regards!!
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