There are a lot of comments on a ticket in my system. Ticket and comment are in separate entities. There is a field name modifyon in the Comment entity to define when the comment created.
How can I get just latest comment for each ticket?
Example:
We cannot do subquery in fetchxml to get the latest or last modifiedon record from child linked entity.
Normally we will have a flag in child record to identify or keep a lookup of latest record in parent, so its easy to pull/filter/expand whenever need comes.
You can try start querying from the child entity (comments) and inner join the parent case to achieve what you want.
Related
All,
I am building a Power Flow. I am returning an object that has a relationship to another entity.
I want to get some values from the related entity.
I am attemping to use the "Get Record" connector. The returning object returns just the logicalEntityName (in this case "opportunities") but Get Record wants an Entity Name that is the Schema Name ("Working Opportunities").
Big Question: What's the secret to use CDS to get information from a related record in another object?
Little Question: How do I do get the Schema Name?
The logical name will be the same as schema name except some casing difference, ie schema name will have camel casing (first letter of first/second word with capitals, you can notice it clearly in custom entity which will have publisher prefix like new_entityname) and logical name will have pascal casing (all lower case).
You can find the details in XrmToolBox metadata browser or in Solution.
In the below snip, (Logical) Name = Opportunity and Schema Name = Opportunity, also Display Name can be anything and can be changed anytime.
Regarding the related entities, you should use List Records: GetItems_V2 and you can use filter by passing parent record to get related child records. Read more
Could you please share flow screenshot and response to help you with your requirement?
As suggested by Arun you could use List Record and filter query to pass parent record id which will be available from dynamic content.
see below link.
https://crmkeeper.com/2019/08/31/cds-list-records-filter-query-using-flow/
Please mark my answer verified if i were helpful
I'm using the Dynamics connector in Azure Data Factory.
TLDR
Does this connector support loading child records which need a parent record key passed in? For example if I want to create a contact and attach it to a parent account, I upsert a record with a null contactid, a valid parentcustomerid GUID and set parentcustomeridtype to 1 (or 2) but I get an error.
Long Story
I'm successfully connecting to Dynamics 365 and extracting data (for example, the lead table) into a SQL Server table
To test that I can transfer data the other way, I am simply loading the data back from the lead table into the lead entity in Dynamics.
I'm getting this error:
Failure happened on 'Sink' side. ErrorCode=DynamicsMissingTargetForMultiTargetLookupField,'Type=Microsoft.DataTransfer.Common.Shared.HybridDeliveryException,Message=,Source=,''Type=Microsoft.DataTransfer.Common.Shared.HybridDeliveryException,Message=Cannot find the target column for multi-target lookup field: 'ownerid'.
As a test I removed ownerid from the list of source columns it loads OK.
This is obviously a foreign key value.
It raises two questions for me:
Specifically with regards to the error message: If I knew which lookup it needed to use, how can I specify which lookup table it should validate against? There's no settings in the ADF connector to allow me to do this.
This is obviously a foreign key value. If I only had the name (or business key) for this row, how can I easily lookup the foreign key value?
How is this normally done through other API's, i.e. the web API?
Is there an XRMToolbox addin that would help clarify?
I've also read some posts that imply that you can send pre-connected data in an XML document so perhaps that would help also.
EDIT 1
I realised that the lead.ownertypeid field in my source dataset is NULL (that's what was exported). It's also NULL if I browse it in various Xrmtoolbox tools. I tried hard coding it to systemuser (which is what it actually is in the owner table against the actual owner record) but I still get the same error.
I also notice there's a record with the same PK value in systemuser table
So the same record is in two tables, but how do I tell the dynamics connector which one to use? and why does it even care?
EDIT 2
I was getting a similar message for msauto_testdrive for customerid.
I excluded all records with customerid=null, and got the same error.
EDIT 2
This link appears to indicate that I need to set customeridtype to 1 (Account) or 2 (Contact). I did so, but still got the same error.
Also I believe I have the same issue as this guy.
Maybe the ADF connector suffers from the same problem.
At the time of writing, #Arun Vinoth was 100% correct. However shortly afterwards there was a documentation update (in response to a GitHub I raised) that explained how to do it.
I'll document how I did it here.
To populate a contact with against a parent account, you need the parent accounts GUID. Then you prepare a dataset like this:
SELECT
-- a NULL contactid means this is a new record
CAST(NULL as uniqueidentifier) as contactid,
-- the GUID of the parent account
CAST('A7070AE2-D7A6-EA11-A812-000D3A79983B' as uniqueidentifier) parentcustomerid,
-- customer id is an account
'account' [parentcustomerid#EntityReference],
'Joe' as firstname,
'Bloggs' lastname,
Now you can apply the normal automapping approach in ADF.
Now you can select from this dataset and load into contact. You can apply the usual automapping approach, this is: create datasets without schemas. Perform a copy activity without mapping columns
This is the ADF limitation with respect to CDS polymorphic lookups like Customer and Owner. Upvote this ADF idea
Workaround is to use two temporary source lookup fields (owner team and user in case of owner, account and contact in case of customer) and with parallel branch in a MS Flow to solve this issue. Read more, also you can download the Flow sample to use.
First, create two temporary lookup fields on the entity that you wish to import Customer lookup data into it, to both the Account and Contact entities respectively
Within your ADF pipeline flow, you will then need to map the GUID values for your Account and Contact fields to the respective lookup fields created above. The simplest way of doing this is to have two separate columns within your source dataset – one containing Account GUID’s to map and the other, Contact.
Then, finally, you can put together a Microsoft Flow that then performs the appropriate mapping from the temporary fields to the Customer lookup field. First, define the trigger point for when your affected Entity record is created (in this case, Contact) and add on some parallel branches to check for values in either of these two temporary lookup fields
Then, if either of these conditions is hit, set up an Update record task to perform a single field update, as indicated below if the ADF Account Lookup field has data within it
I have created a new entity called "Contracts" which has a lookup field called "Parent Contract", which refers its parent.
When I view a contract, I want to be able to display all contracts which refer to that contract as it's parent (i.e. the children).
I have created a view called "Associated Contracts" and have filtered on Related Contracts (Parent Contract).
I've added a sub-grid to the form, and set the data source to:
Records: Only Related Records
Entity: Contracts (Parent Contract)
Default View: Associated Contracts
But I get no records back! I am new to CRM, what am I doing wrong?
Edit:
Associated Contracts - Filter Criteria
All contracts in are set to active.
If you remove the part of the filter that only shows active parents, the subgrid should work as expected. Additionally, the subgrid will show related records no matter if the parent is active or inactive, which is standard behavior.
You can either edit your current Associated Contracts filter, or simply use one of the default views (e.g. Active Associated Contracts), depending on the columns you want to show.
By Default status reason for contracts is "Draft" can you add the column to the advanced find to see if they are infact "Active" or remove the filter criteria and start backtracking? I think you are mixing up state code and status code attributes.
I am trying to bring some data from Dynamics CRM 2011 using LINQ. The goal is to bring all Contact records that have changes since certain date OR have a child entity (PERC files) changed since that same date. The query looks like that:
// Bring all students who have changes (at Contact entity) after specific date
// momentInTime or the status of any of their perc files has been changed since
// that date
var students = (from c in ContactSet
join pl in cga_portallogonSet on c.Id equals pl.cga_ContactId.Id
join ef in cga_percfileSet on c.Id equals ef.cga_StudentId.Id
where
(pl.cga_PortalLogonRole.Value == 284970000) // student
where
(c.ModifiedOn >= momentInTime || c.CreatedOn > momentInTime)
||
(ef.cga_statuschangedate >= momentInTime)
select c.cga_StudentNumber).Distinct().ToList();
This produces the following error message:
'Contact' entity doesn't contain attribute with Name = 'cga_statuschangedate'.
I cannot figure out how to do OR on two different entities. The MSDN says you need WHERE clause for each entity:
where Clause
In order to filter the result set, where clauses can be added against one or more of the >entities. Each where clause may only contain conditions against an individual entity type. >A composite condition involving multiple entities is not valid. Instead, each entity >should be filtered in separate where clauses.
http://msdn.microsoft.com/en-us/library/ff681565.aspx
Is there another way of achieving what I need?
Unfortunately you cannot achieve what you want in a single linq statement beacuse the liunq provider they use boils down to fetchXML, and fetchXML does not support the scenario you are using.
More detail... Fetch gives you condition's inside of entity's or link-entity's. These condition elements cannot have attributes in them from other linked entities, only the direct parent entity or link-entity. Here is one of many microsoft forum posts referencing this limitation of fetchXML
Probably not the answer you were looking for, eh? As an ugly alternative you you can run two separate queries and filter in memory (as damaging as that may be to performance). Or better yet if you are an on-premise deployment you can write some sql against the filtered views. Good luck.
I am somewhat new to LINQ and have a quick question regarding deleting.
Say, for example I have 2 tables, Orders and OrderItems. Using LINQ, I can easily create a new child record by using
order.Items.Add(new OrderItem());
and this will create the child record in the database and update its foreign key to the orderId. This is great, I like it! However when I want to remove a child record
order.Items.Remove(orderItem);
I get an error when I sumbit the changes (because its not actually deleting the child row (order item), just removing the foreign keyId). Is it possible to do this the way I would like to? I don't want to have to create a whole bunch of repositories and if ladders to delete all child rows for a large database.
Thanks in advance.
E
You can achieve that in the DB itself by configuring the Foreign key relationship to delete child records on deletion of the parent's key.
Note that this is transparent to Linq2SQL and it will not be aware of it, so it's best to make sure you do not keep the datacontexts around after that, since the OrderItem objects will still be present.
Set ON DELETE CASCADE for the table in question which will let the SQL Server handle this for you.