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How to create a view that doesnt have related records?

Hello,

 

I have created "Many to Many" relationship between customer and product Entities.

 

Now, I need to display those products which has not related customers, how can I create such view?

 

Thanks,

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Re: How to create a view that doesnt have related records?

Hi @dave8 

 

You can do this by enabling the "Many to Many" relationship definition to be searchable (see this article for Dynamics CRM - still relevant to Common Data Service today)

https://gonzaloruizcrm.blogspot.com/2016/09/crm-advanced-find-with-nn-relationships.html

 

And then you can create a new view where you will be able to see the Many to Many relationship.  For example, here is a the filter condition for a view of Products who do not have a Competitor associated.

Annotation 2020-06-19 074703.png

 

View solution in original post

2 REPLIES 2
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Re: How to create a view that doesnt have related records?

Hi @dave8 

 

You can do this by enabling the "Many to Many" relationship definition to be searchable (see this article for Dynamics CRM - still relevant to Common Data Service today)

https://gonzaloruizcrm.blogspot.com/2016/09/crm-advanced-find-with-nn-relationships.html

 

And then you can create a new view where you will be able to see the Many to Many relationship.  For example, here is a the filter condition for a view of Products who do not have a Competitor associated.

Annotation 2020-06-19 074703.png

 

View solution in original post

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Post Patron
Post Patron

Re: How to create a view that doesnt have related records?

I did not need to enable the "Search" for many to many relationship at present, the view worked out without that 🙂 You are awesome!

 

Thank you so much!

 

Best,

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