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Product ID is not pulling through in segments/reports?

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Posted on by 215

I'm trying to make a segment which includes a condition on the opportunity product where "Product ID begins with A", but the results aren't pulling through. When I run a report on Product ID, I can see the field is always blank, and I don't understand why? 

Has anyone had a similar issue or knows how to query against the product ID properly?

Thanks in advance!

*Edit: I now realised Product ID is not an OOTB field. It is a simple single line of text field. I'm still not sure why it will not pull through the info. 

  • thecharwest Profile Picture
    thecharwest 215 on at
    RE: Product ID is not pulling through in segments/reports?

    Hi Nya - I think that's working for me now. I might have just been building the segment in the wrong way but your demo helped me. Thanks!

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Product ID is not pulling through in segments/reports?

    Hi,

    I have tried to reproduce your issue with segment.

    And here is my result:

     pastedimage1627540558200v1.png

    The contact of the opportunity can be filtered out normally.

    Have you checked that the relationship between Contact and Opportunity you chose is correct?

    It should be Opportunity -> Contact(Contact(parentcontactid)).

     


    When creating a report, here is my filter:

     pastedimage1627540583550v2.png

    The condition Product ID begins with A should be set in the condition of Opportunity’s related entity instead of Opportunity Line (Opportunity Product) individually.

     

    The layout is designed like:

     pastedimage1627540603093v4.png

    The result of the report:

    pastedimage1627540594038v3.png

  • thecharwest Profile Picture
    thecharwest 215 on at
    RE: Product ID is not pulling through in segments/reports?

    Hello,

    Thanks for your reply. It is on Opportunity Product, and I can confirm it is in the dataset:

    pastedimage1627464533262v1.png

    I can include the query line in the segment, it's just the field is always blank (as shown in a report I pulled), so the query isn't working properly. I just don't understand why it's blank. 

    Here are some screen shots to hopefully demonstrate what I mean:

    This is the Product ID as it's shown in both the admin side and on an Opportunity:

    pastedimage1627464835203v2.png

    pastedimage1627465606160v3.png

    pastedimage1627469943219v1.png

    I can add the field to a segment like so:

    pastedimage1627465683985v4.png

    But you can see from this report that the field is always coming up empty when queried:

    pastedimage1627465874794v5.png

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Product ID is not pulling through in segments/reports?

    Hi,

    Would you specify which entity this field belongs to?

    Have you added the entity into Dataset configuration?

    If not, please navigate to Settings > Data management > Date configuration, tick the entity in the list and publish changes.

    pastedimage1627464302563v1.png

  • thecharwest Profile Picture
    thecharwest 215 on at
    RE: Product ID is not pulling through in segments/reports?

    Hello Nya,

    Sorry, I'm not referring to the GUID, I'm referring to a custom field in our system called Product ID. Apologies, I thought it was OOTB but just checked and realised it's custom!

    Is there any reason a custom text field would not pull through information in a report anyway??

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Product ID is not pulling through in segments/reports?

    Hi,

    GUID cannot be used as a condition of a segment or Advanced Find by design.

    You can build a fetchXML with the GUID as its condition and then insert it into a report.

    It is recommended to build the fetch with FetchXML Builder in XrmToolBox.

    But the operator of the fetch to GUID cannot be begin with or like.

    Here is an example:

     pastedimage1627439507767v1.png

    And here is the documentation about how to create a fetch-based report.

    Create a new report with SQL Server Data Tools in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

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