I'm trying to generate a list of all cases in a system that has been closed within 2 days, but don't know what is the base way to do it, apart from running through all the cases and comparing created on with resolved by date. Are there any other ways to do it? Are there build in function to solve such a trivial task?
Thank you
When a Case/Incident is resolved a new record is created: Case Resolution
This is a semi-hidden CRM record type.
You can use Advanced Find to create a view of this:
This will allow you to create a view. Unfortunately you can't then include this view in your list of Incident Views (along with Active Cases, Resolved Cases, etc)
Related
using Talend Open Studio, I have a data-processing component, for which I'd appreciate your advice on how to make this possible (a) in a single component and (b) without a dirty workaround - thanks.
Relating part (a):
I have two different inputs:
One Input (with exactly one row) defines some kind of metadata for my processing.
One Input (with 1...n rows) defines the core data to process.
Currently, I solved this first requirement using two components and passing my metadata to the second component using the globalMap. But it would be nice, if I could integrate both connections into one component.
Relating part (b): After I have read all my input rows, I need to process them all at once. So far, so easy, I could use the end-section - my problem comes here: After that processing, I need to create a number of output-rows for a single output connection. Problem is, that Output-rows can only be created in the main-part and there I don't know when the last row was read...
Currently, I solved this counting the input-rows in advance and then, after that number is reached, I create that output. But this seems a really dirty workaround to me, so maybe someone has a solution for that, too?
Thank you for any useful tips!
This is my first post on Stack. I've been reading for a while and learned a lot. Thanks to all those who share on this site.
My office runs still runs MS Access 2007 and I was tasked with creating a database even though I had no experience doing so. I read "The Missing Manual for Access 2007", another book that I can't remember the name of, multiple posts on this site and Microsoft's and can't find the solution to what I need to do.
Issue: I want to have two fields on a form referring to the same table, each with look ups but want the second field's options to be dependent on the first. For example, I want the first field for "Region" to list options to select 1 2 3 or 4. If someone chooses 1, I want the second field only listed offices that are in Region 1. This doesn't seem like it should wildly complicated but I cannot figure out how to do it.
I have tried using the expression builder to create nested IIf functions, filtering queries, macros and a few other things but don't have the depth of knowledge to make any of them accomplish what I'm looking to do.
Is there a way to accomplish this easily without VBA? Or if VBA is the only way, can someone point me to a good code that I hopefully figure out and edit for this purpose?
Thank you for any help and advice. Please let me know if I left out any useful information
Steve
enter image description here
I have a nice process overview for our ordering process in Visio. I have an external data source (SQL Server), which works fine. Every record in my data source represents one ordering process. Currently all my shapes of the process are linked to the first record of the data source.
Now I want to add a dynamic behavior. What I want to achieve is this:
A user provides the order reference in a textbox (order reference is a column in the data source)
Afterwards the user clicks a button
After the button click, the process is updated and all shapes are now linked to the external data source record, that matches the provided order reference
So in short: the user should be able to select which process that needs to be visualized.
I assume that this is common functionality, but I don't see how I can deal with this requirement. I've searched already some days on this issue, but without any success.
Can you help me with this issue?
Thanks a lot!
Problem solved :-)
Some old school VBA was required. Using the DataRecordSet object did the trick. It contains a method GetDataRowIDs that you can use to query the external dataset. Once you have the record to visualize, it's just a matter of dynamically updating the shapes with the correct record. Use macro recording to see how to do this.
MSDN: http://msdn.microsoft.com/en-us/library/office/ms195694(v=office.12).aspx
Is it at all possible using CRM 2011 and SSRS to generate a report on a single record, and only get results for that one record?
EDIT
Additional Info - Must Use:
Custom SSRS report
Custom entity in CRM
Here's a more specific link to your question: link. You're probably looking for pre-filtering (look for "3. Pre-filtering Element" in the link provided) if you want the report to be record specific (context sensitive).
Here's a link describing the 2 types of pre-filters (CRM 4.0 but the theory applies to CRM 2011): link. And here's an example of prefiltering in CRM 2011: link
I have done this successfully in CRM 2011 with a completely custom report made in BIDS, on a custom entity, with full context sensitivity.
Make sure to learn fetchXML as it's going to be the going forward technology for these reports. The existing reports are using SQL which make them bad examples to copy off of.
Here's an example on how to extract fetchXML from an advanced find: link It also has more information on pre-filtering.
Take a look a the report Account Overview.rdl. It could be executed for a single account record or multiple records.
See Reporting for Microsoft Dynamics CRM Using Microsoft SQL Server Reporting Services
Create an embedded connection to the CRM database engine for the environment you want to target.
Create an embedded dataset to query the current record. This going to be kind of weird since experience will tell you that you are going to get tons of records, but because of the clunkiness behind CRM it will actually only get the current record. For example, if you wanted to get the current quote you would use "SELECT quoteid FROM FilteredQuote AS CRMAF_Quote"
Add a parameter to store the reference to the entity you just queried. In keeping with this example I created #QuoteFilter which is type text, could store multiple values (even though that's not what we're using it for), and gets its default value from the dataset in step 2. Also, probably ought to make this hidden since GUIDs aren't end user friendly.
Finally, use the parameter discovered in the where clause of the other datasets. For example, a search on quote products for the current quote would look something like SELECT * FROM FilteredQuoteDetail WHERE (quoteid = #QuoteFilter)
As a final note, you should keep in mind that CRM loves to remember everything even when you don't want it, too. On one of my reports I messed up my datasource and CRM was forever convinced that the report should run against all records. I fixed my datasource, but uploading the report did not trigger a refresh and correct the problem. In the end, I deleted the report from CRM, created a new one, uploaded the same exact file with no changes, and everything worked. Go figure.
I have company website, with many offices around the world (around 50 offices).
The company want to create a gift giveaway with the employees in a specific company each specific day.
For example:
Office 1: will do the giveaway the days: 1/1/2010, 7/1/2010, 15/1/2010, etc...
Office 2: the days: 2/1/2010, 9/1/2010, 19/1/2010, etc...
Office 3: ....
Office 50: ...
(the days are setup manually to specific offices, no need of an algorithm here)
I have a node per Office, it's a CCK content type with details of each office (location, phone, email, etc), now I need to assign those days to the offices.
But my problem here is that I don't need to create events (or at least node events) because I don't need to store any data in the event. Just need to say: Office 1? Yes, days 1/1/2010, 7/1/2010, etc...
Nothing else, just to know the dates.
And, if possible, make them available to display in the calendar module.
What is your suggestion?
Withs CCK and date module you can create date fields, but if you have many fields you want to add, this might not be the best solution.
You have two general ways of solving this issue. Either you need store each date. This could be done with date field, not sure if it can handle multiple values, node reference or similar. This is inefective it some ways, but will make it easy to generate calendar view.
You could also write a string with as the date info and let php convert it to dates. This route will make it easier to create and store the data, but will make it a lot harder to get things integrated with calendar.
The fatest / easiest solution would probably be node reference with a date module, combined with a script to create all the nodes need. Instead of making them inside Drupal.
You could also create a custom module that stores this info for you. It would be a more longterm solution and require more work to integrate it with views and date/calendar modules.
There are many ways to go about this, but it really depends on your need, skill and time
Why not use a plain old CCK text field with a good clear description of what it's for and how to format it with something in the help section to back it up?
Use a text area (multiple rows) and apply the default input format that converts lines line breaks. I like to use the mark down filter too.
You could also use multiple single line fields in place of a text area...
This assumes your users are smart enough to enter the correct info of course but that's what the help and description are for. If your users can't be trusted to enter the content in correctly then yes, go for something that forces them to do so.
Ok I've found the solution myself and I want to share it with you:
Created three content types:
Office: with data of the office
Days: with a node per day (365 * year)
and Giveaway: with two node-reference fields, one for Office and another for Day.
(Days must be populated manually using a script that fills the upcoming 2 years or so).
So I can fill only Giveaway content type, and that's enough.
And then only the views are remaining.