Thursday, December 19, 2019

Post Entity and its Relationship with Lead Entity


Problem Statement: We have a recent requirement, where we had to make an SSRS report that will display the latest post against a Lead.
Post as an Entity is not visible in customization, also in advance find of Lead, we do not have any related attributes from post. This made it difficult to generate the query.

Eva Corets 
Lead Lead v 
Lead to Oppa-tunity Sale... 
Active for 29 days 
Summary Details Files 
Contact 
Topic 
Likes our products 
Type 
Item based 
First Name 
Last Name 
Job Title 
Purchasing Assistant 
Business Phone 
555-0138 
Related 
Qualify (29 D) 
Timeline 
Enter a note... 
Develop 
11, 
pa rtner 
How did you hear about us? 
Propose 
g Activity 
Appointment 
Email 
Phone Call 
ask 
Alert Subscription 
Booking Alert 
Invite Redemption 
Portal Comment 
Project Service Approval 
Note 
OneNote 
Post 
Hot 
Rating 
Neu 
Sta tu 
Phone Call from Veronica Quek (Sample Data) 
Tried to reach out to Eva. Went to VM. 
Tried to reach out to Eva. Went to VM. 
Auto-post on wall Eva Corets 
SYSTEM created Eva Corets 
CIC 
data available

Solution:

If we check the advanced Find for posts, we will not find any field that is providing related details of lead. But if we go to edit columns and check the available columns, we will get regarding column.
Query 
Ss'.•ed 
ЯМО 
Resu[ts 
save 
save As 
Edit Co]umns 
Edit Prcper1ies 
cIear 
Groug 
С: Groug 0R 
oetsils 
for: 
DowrIoad Fe1cF 
ОеЬ 
[ГАМ] 
Created Ву 
Created Ву (Delesate) 
Created Оп 
Mcdifed Оп 
Source 
Crested Ву (DeIesste) (User) 
Crested Ву (User) 
Mcdifed Ву (DeIegste) vser) 
Mcdifee зу (User)

Look for: 
Post 
Edit co 
Edit colum 
Created On 
O Note: 
Add Columns 
Select the columns to add to this view. 
Record Type 
CJ Display Name 
Created By (Delegate' 
Regarding 
createdonbeha Ifby 
regardingobrctid 
Type 
Lookup 
Lookup 
Single One of Text 
Cancel 
Rilsina PegadO 
ontrols 
Sorting 
rties 
Cancel

We can use the below XML  Query to generate our SSRS report.
<fetch version:" 1.0" output-format="xm -platform" > 
<entity name: "post" > 
<all-attributes/> 
<filter > 
<condition operator 
OOOD3A34AOAA'
In the query, the value is the GUID of Lead.

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