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Odata Filter query for dynamics CE Related Records

Let my first start by saying I am new to flow.....

 

I'm creating a flow to return activity records and want to filter on a related record but not sure the correct syntax to use in the Filter Query. I want to return all activities where the regarding field is a lead, and the lead status = disqualified. 

 

Any initial direction/assistance would be greatly appreciated!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Hi @nicole-dynamics ,

 

Do you want to return all activities where the regarding field is a lead and the lead status is “Disqualified”?

 

Please check if the following flow will work for you.

 

After the button trigger, add action List records to get records from Leads entity, and use Filter query to filter out records that status is Disqualified:

Statuscode eq 4

Add List records 2 to get records from Activities, input the following code in Filter query field:

_regardingobjectid_value eq Lead

Hope this could be a reference for you.

1.PNG

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Dual Super User II
Dual Super User II

Hi @nicole-dynamics 

 

You can use the ODATA Filter queries for this one. Note that "=" is actually written as "eq" in the query. Also, kindly confirm what datatype if the field status? You will not be able to use the option names if it is an optionset, you will have to use the values here. 

 

If the status value for disqualified is 1, the query will be Status eq '1'

 

Hope this Helps!

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

Community Support
Community Support

Hi @nicole-dynamics ,

 

Do you want to return all activities where the regarding field is a lead and the lead status is “Disqualified”?

 

Please check if the following flow will work for you.

 

After the button trigger, add action List records to get records from Leads entity, and use Filter query to filter out records that status is Disqualified:

Statuscode eq 4

Add List records 2 to get records from Activities, input the following code in Filter query field:

_regardingobjectid_value eq Lead

Hope this could be a reference for you.

1.PNG

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

@v-yamao-msft This worked. Thanks so much!

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