Advanced filter criteria for action button not working

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Posted on by AH-11112340-0

I am trying to filter a "Create related record" button to only show when a record has not already been created. I am trying to use the "Filter Criteria" on the action button and am using this FetchXML:

<fetch>
  <entity name="parent-entity">
    <filter type="and">
      <condition attribute="parent-type" operator="eq" value="220970000" />
      <link-entity name="child-entity" from="parent-lookup" to="parent-id" link-type="not any" />
    </filter>
  </entity>
</fetch>

The FetchXML works correctly in Fetch builder (it only returns the record parent GUID if no children records exist) but is not working when put in the "Filter Criteria" for the action button. Is this a limitation of the Filter Criteria not operating on link-entities?

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Design & build

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SaiRT14 1,992 Super User 2025 Season 1 on at

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Evaluate following optionsL

If you can modify Dataverse schema: Use a calculated or flag field to avoid link-entity.
If schema changes are not possible: Use JavaScript in the portal to dynamically control button visibility.
For complex relationships: Use plugins or workflows to maintain simplified logic.

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