Fetch xml -'under'

FetchXML language provide Dynamics 365 users with more and more functionality.

This language is behind the user-friendly querying tool of Advanced Find, which offers many powerful options to filter your data.

A condition that became available with the release of CRM 2015 is ‘Under’.

This condition returns all records under the referenced record in the hierarchy of its entity context.

For example, an Account record in CRM could have a ‘Parent Account’ or many ‘Sub-Accounts’ or child accounts. It is possible since CRM 2015 possible to display these relationships as a hierarchy visualization. See attachment of a former note.

Out-of-the-box hierarchy setup with Account – the parent-child relationship within Account supports the concept of Sub-Accounts.

We have Account Adventure Works with Adventure Works Chicago and Adventure Works New York as Sub-Accounts.

We also have another parent-child relationship from Accounts being the Contact entity, Contacts being related directly to one Account.

For our example three Contacts are linked to Adventure Works, two with Adventure Works Chicago, and one with Adventure Works New York.

What do we do to see all six Contacts of Adventure Works, regardless of whether those are linked to the actual Account or a Sub-Account?!

Use  the power of ‘Under’, even across parent-child relationships.

 

From the s Advanced Find query above, look for Contacts, where their related Account (“link-entity” via the Company Name attribute), is Under our parent Account Adventure Works. This gives a list of six Contacts that are all linked to Adventure Works.

The FetchXML behind the scenes, with link-entity and Under code in bold:

<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”>

<entity name=”contact”>

<attribute name=”fullname” />

<attribute name=”contactid” />

<link-entity name=”account” from=”accountid” to=”parentcustomerid” >

<attribute name=”parentaccountid” />

<filter type=”and”>

<condition attribute=”accountid” operator=”under” uiname=”Adventure Works” uitype=”account” value=”{account
guid}” />

</filter>

</link-entity>

</entity>

</fetch>

This example of use og Under can be related to other related entities that have r parent-child relationships and hierarchy configuration set up correctly