Issue with Form View Customization RRS feed

  • Question

  • Hi i have view for Company and i have field name "Primary KAM" also i have posibility for add connections on it. So i want to create view named "My Connections or Primary KAM". So i want to get all rows that have my login in "Primary KAM" field OR have connection assigned to me. I found that i can't do this from customization see on my screen:

    I can't use "OR" only "AND"


    Tuesday, April 29, 2014 3:42 PM

All replies

  • Unfortunately this is a limitation of Advanced Find. An OR condition can only apply across condititions on the same entity.

    One workaround might to automatically create a connection with the user that's set as the Primary KAM, so the view could use an OR on the connections. However, this needs a fair bit of work if you change the Primary KAM, as you may then need to remove the previous connection

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, April 29, 2014 5:36 PM
  • Oh ok it's sad. But maybe i have some posibilitie to write this functionality in JavaScript? Can i see JavaScript of this view? I already make that workeraund you said but customer is not very happy with that


    Tuesday, April 29, 2014 9:27 PM