You’re offline. This is a read only version of the page.
15
Hi everyone,
I'm supporting users in my company to find open sales opportunities that don't have a future activity scheduled on the timeline, such as a task. Users are handling multiple sales opportunities and may forget to schedule a follow-up task or future activity. With no activities created, users will not be able to properly track their sales in a timely manner. How can I build a query view that will instantly show any open opportunities that don't have a future task/activity made? The current work-around is that I have users cross-reference their open opportunities to their open tasks. I like to help them downsize the time they spend in finding these discrepancies.
I appreciate the help.
JC
Hi,
For this you should create a new personal view through Advanced Find and there set the criteria of associated Activities to contain data and the Actial Start field of that activities to be in the past (example on the screenshot). And to see only Open Opportunities with this criterias you just have to add another row with Status = Open. Like this:
Thus you will see in this view only that Opportunity records with no new tasks/activities.
You will have to use a outer join between opportunity and activities to achieve this. However, the view designer does not allow you to specify an outer join so you will need to create a system view, export the view and directly edit the fetchxml for the view. See the following document that describes how one can query for records that don't have a related record that matches a criteria.
docs.microsoft.com/.../use-fetchxml-left-outer-join-query-records-not-in
A fetchxml of the following form should probably work but you will need to test it.
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
<entity name="opportunity">
<attribute name="name" />
<attribute name="customerid" />
<attribute name="estimatedvalue" />
<attribute name="statuscode" />
<attribute name="opportunityid" />
<order attribute="name" descending="false" />
<link-entity name="activitypointer" from="regardingobjectid" to="opportunityid" link-type="outer" alias="ae">
<filter type="and">
<condition attribute="scheduledend" operator="next-x-days" value="500" />
</filter>
</link-entity>
</entity>
</fetch>
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (