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Fetch XML Filter giving error

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Posted on by Geadas

Hi community!

I'm currently trying to make a filter like dropdown checklist with FetchXML on a List and I'm getting this errors that are blocking me to Save and Test.

I tried it with XrmToolBox and it works fine.

Thanks in advance!

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Lucas001 2,429 Super User 2025 Season 2 on at

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Hi @Geadas,

if the toolbox works fine I guess the XML Code is correct.
Where do you get which error?
Where and how do you embed the liquid code?

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Geadas 8 on at

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I tried to use the FetchXML to create a filter for a List, I added a print on the post.

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @Geadas

Because you have mentioned. XRM Toolbox fetch XML is working fine. There are two important ground rule

1. Make sure you have set the table permissions for the table you are adding in Fetch XML. In your case, it is "cca_opportunityskillname". Also, remember to add appropriate web roles to the table permissions. Example below.

2. Use Portal Management > Under content > Lists> Choose your list > General> Scroll down to the last "Filters"

Use FetchXML Filter > and paste your query here. Screenshot below

Hope it helps.
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Geadas 8 on at

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Ok I understood your example, but I'm trying to make a FetchXML filter let´s say for example on Opportunities.
On Opportunities List I want the Opportunity Skill to show too. I already have a lookup made, actually if I do a Dynamic Lookup Set Filter it detects the skills but I want it custom with FetchXML.

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fm_skeller 277 Moderator on at

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The custom FetchXML filter needs just the <filter></filter> bit, not the entire FetchXML:
<filter> <condition attribute="description" operator="eq" valueof="description" /> </filter>

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Geadas 8 on at

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Ok, now I only need to show the data on the List from the other table (Opportunity Skill), right?

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fm_skeller 277 Moderator on at

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That kind of depends on what you are trying to do?
FetchXML filters are usually static - like 'list all records with a name starting with A':
<filter type="and"> <condition attribute="name" operator="like" value="A%" /> </filter>
You can use javascript to update the query value - so if you have an optionlist with all possible Opportunity Skills you could set the filter to the selected value of the optionlist I suppose.
Why are you using a fetchxml filter, and not a dynamic lookup set - which is meant for filtering on related tables?

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Geadas 8 on at

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I´m trying to use FetchXML instead of Dynamic Lookup Set because I want to make a dropdown checklist filter and I want to filter the results to only show non-repeated values (ex: only show SQL one time, .NET, Python, etc...), which is something that doesn´t happen with Dynamic Lookup Set.

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fm_skeller 277 Moderator on at

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Ah, didn't quite get that the opportunity skill table has repeated values in it. I guess it depends on your data model what would be the best solution - using FetchXML filter in combination with a optionlist that has the unique values and javascript to set the actual filter should work.

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