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Filter Criteria in Item Actions not working.

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Posted on by jothivels

I have a filter criteria on the Item Actions. I only want to show the edit button when the records meet a particular criteria. But I see the Edit action for all the records. This is my filter criteria I am using.

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Fubar 8,338 Super User 2025 Season 2 on at

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Try getting rid of the value="" inside the Condition tag.
Also, depending on where you are applying the filter you may not need the whole FetchXML e.g. for a List you only need the filter tags and its contents.

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jothivels 24 on at

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That did not seem to help either. This is what I have .

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @jothivels

I am not sure you have any link entities. But please give it a try. Sample below

<filter type='and'> <condition attribute='replace attribute name' operator='eq'/> </filter>

Hope it helps.
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jothivels 24 on at

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@ragavanrajan This did not fix the issue either.

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Fubar 8,338 Super User 2025 Season 2 on at

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Have you are cleared the Portals' cache (<portalurl>/_services/about when logged in as a user with the Administrators web role assigned or syncing) - as these types of changes will not push up to the portal immediately so you usual force it .

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Verified answer

GeraldGut 92 on at

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Hi jothivels,

have you tried the fetchXML within Advanced find or XrmToolbox - FetchXML Tester?
Are there records returned?

Did you try to use the complete fetchXML within the filter field?
Not really sure, but in my entitylists - actions the filter field accept complete fetchXML.

Best regards,
Gerald

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jothivels 24 on at

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Thank you all for your help . I was able to get it to work using the following after testing with XRM toolbox Fetch XML Tester.
<fetch>
<entity name="edm_travelrequest" >
<filter type="and" >
<condition attribute="edm_requeststatus" operator="in" >
<value>784940000</value>
<value>784940001</value>
<value>784940005</value>
<value>784940006</value>
</condition>
</filter>
</entity>
</fetch>

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