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Shirish Nigam

view is not available while creating a group

Posted By

Hi Guys,

The view i have created for company entity is not available as 'source view' while creating a group.

Now to make issue difficult to troubleshoot, i have created same view in staging system and it's available when i create a group using company entity.

I'm using Sage CRM Version 7.0.h.

Any pointers where to look at would be helpful ?

thanks

Shirish

  • 0

    Thanks Jeff

    I checked the sql results from the production view and there are not duplicates on column 'comp_companyid'. The same results in staging server too.

    Among other fields, I have only two _id fields in my select query comp_companyid and quot_quoteid and i checked on both columns but there are no duplicates.

    Do you think there could be any other reason ?

  • 0

    Shirish

    I strongly suspect that the view in the production server is retrieving duplicate rows. The comp_companyid or pers_personid is appearing twice in the result set.

  • 0

    Hi Jeff,

    You were right about the duplicates. CRM does not even show up the view for selection when the view contain duplicates.

    1) My workaround was to put WHERE clause so that view returns unique rows.

    2) Then create the group using the view (view would be available in source view - selection).

    3) Go back to the view and remove the WHERE clause.

    4) Go to the view and Refresh the group contents.

    Thanks

    Shirish

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