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add parameter to view

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Posted on by vilmarci

I have a Trip a custom entity, N:N relationship to Contacts. Each trip has a Start and End date. I need to assign contacts (1, 2 or more), but only the ones, that are free during the the trip, so:

No trip assigned
No trips where either Start or End date is during the current trip
No trips where where both Start AND End date is outside the current trip

I am quite new do Dynamics, trying to adapt an Access-based application.

Currently I can select any contact on the form. Tried to create a new view, but I didn't see any option to pass a parameter. Could someone please advise me what is the best practice to list and select records from a related entity, that match to complex dynamic criteria?

Thanks.

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meelamri 13,204 User Group Leader on at

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RE: add parameter to view

Hi,

I will share an example based on your scenario.
vilmarci 15 on at

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RE: add parameter to view

Please, an example would come very handy. I have more similar tasks like this (like assign a car/bus to a trip matching certain criteria), so if this could be somehow generalized, that would even be better.

I am thinking on creating a flow that loops through all active trips and their drivers.
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meelamri 13,204 User Group Leader on at

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RE: add parameter to view

Hi,

Unfortunately you can't implement this scenario with OOB functionnalities.

I recommand to add some logic in the server side to tag your contacts based on your complex criteria. Then it will be easier to filter your contacts.

Let me know if you need more guidance to implement an example.