Tip #374: NOT IN for the rest of us

Those with black belt in XML are familiar with the technique of building a FetchXML expression for NOT IN clause (e.g. accounts with no activities) and then sneaking that XML into a view definition to create non-editable view that returns the desired results.

What about the rest of us who don’t have the skillz or guts to edit customization.xml file?

  • Add a rollup field that counts the child records
  • Build a view that returns records where this field is zero

It’s not a real-time condition but is simple to build and use. In addition, the counter can be used as a quick visual indicator on the form itself if, for example, child records are not in the readily available subgrid.

Note: This tip was actually produced by Joel but since he’s too buzy or lazy to put this in writing, I’m taking all the credit.

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One thought on “Tip #374: NOT IN for the rest of us

  1. […] even editing the customisation file directly. There is also the rollup field approach described in http://crmtipoftheday.com/2015/04/27/not-in-for-the-rest-of-us/. But if you are going to do an ad-hoc advanced find query, you really don’t want to create […]

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