Hi, I am new to flow and am having a issue trying on a list record.
On the filter I need to basically only pull records when they are either a Appointment or a Phonecall. Have spent so much time trying different formats but hit a dead end.
Any assistance would be appreciated.
Filter Query - activitytypecode eq Phone Call or activitytypecode eq Appointment (Didnt Work)
I tried the above first but flow keeps erroring.
Any suggestions on the fix?
Solved! Go to Solution.
Hi @Tsingh1 ,
Please try to configure Filter Query as follows:
activitytypecode eq 'phonecall' or activitytypecode eq 'appointment'
Hope this helps.
Best Regards,
While I have very little experience with CDS, I suspect that you need single quotes around Phone Call and Approintment
i.e. 'Phone Call'
Hi @ScottShearer - thanks for the quick reply.
I already tried the single quotes - no luck unfortunately
Hi @Tsingh1 ,
Use : activitytypecode eq '4210' or activitytypecode eq '4201'
Please refer to the following url to get the correct values :
http://mscrmtechie.blogspot.com/2015/11/activity-pointer-and-activity-type-code.html
Thanks
Hi @Tsingh1 ,
Please try to configure Filter Query as follows:
activitytypecode eq 'phonecall' or activitytypecode eq 'appointment'
Hope this helps.
Best Regards,
Hi - thanks for the reply. i have tried this and flow failed with below message:
There is an unterminated string literal at position 55 in 'activitytypecode eq '4210' or activitytypecode eq '4201'.
thank you - this worked!. If i wanted to put in a criteria of appointments and phone calls only created in last 12 months what should I add?
Hi @Tsingh11 ,
Please add this :
Microsoft.Dynamics.CRM.LastFiscalYear(PropertyName='createdon') and (activitytypecode eq 'phonecall' or activitytypecode eq 'appointment')
Thanks
Hey thanks for the quick reply. I tried that and now it shows no activity records at all?
Hi @Tsingh11 ,
The best way for you to find out if you have records created in last year is to go to advanced find and view all the activities based on your activity type and filter for your date parameter. If you see records over there it should definitely show up in flow as well.
For more clarity please post your screenshot here.
Thanks
Hi thanks!
1 last query if I may. I am pulling through a createdon date but the format is US version of MM-DD-YYYY
I want to change it to UK DD-MM-YY
I cant figure out the expresssion i should use
Hi @Tsingh11 ,
As long as the date is in ISO format you can use formatDateTime to format the date of your choice.
Thanks