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CRM Online 2016: In Views(AdvancedFind) how to set the OR filter between two related entities RRS feed

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    CRM Online 2016: In Views(AdvancedFind) how to set the OR filter between two related entities.

    we have a scenario where we need to create a view which will pull all activities related to an Account, Contact, etc. When I try to select the related entity it is not allowing(Now showing option to select) me set OR operator. Below is the screenshot.

    Any help to create a View which will pull the data from both entities related activities would be really great.

    Thanks,

    Madhu M.

    Wednesday, October 19, 2016 5:14 PM

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    Hello,

    Unfortunately that's not possible with current Advanced Find.

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    Wednesday, October 19, 2016 6:31 PM
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    Hi Madhu,

    Setting OR Operator between link entities is not possible in the advance find, you can try to create this view programmatically.
     
    Thanks,
    Sam

    Inogic | Blog | news@inogic.com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Thursday, October 20, 2016 9:32 AM