How to add Date Range Filter Controls in Entity List in Dynamics 365 Portal

Many times, we do receive a requirement from the customer to show Date range filter controls in Entity List Page in Dynamics 365 Portal. The existing filter option will only accept a fixed value to be added in filter control and there is no OOB way to add date range filter in Entity List.

But we can add Date Range Filter control as shown below using the below steps.

In our example, we have used ‘RequestedShipDate’ field to get the Order Entity Details.

Step 1: Make a fetch XML filter on entity list as per our need

Fetch XML filter for ‘RequestedShipDate(On or After)’

<filter type="or" adx:uiinputtype="dynamic" adx:uiname="Ship From Date">
      <condition value="" attribute="new_requestedshipdate" operator="on-or-after" adx:uiinputtype="dynamic" />
</filter>

Fetch XML filter for ‘RequestedShipDate(On or Before)’

<filter type="or" adx:uiinputtype="dynamic" adx:uiname="Ship To Date">
      <condition value="" attribute="new_requestedshipdate" operator="on-or-before" adx:uiinputtype="dynamic" />
</filter>

P.S We need to define type as ‘dynamic’ so that portal will not perform any data transformation on filter options.

Step 2: Change the check boxes to Text controls

The Fetch XML filter controls will be displayed as checkboxes in the Entity List Page as shown below. We need to change the ‘type’ as ‘text’ for the checkbox controls to set value for the Dates.

Change the ‘Ship From Date’ check box as Text Box

//Change the ‘checkbox’ control’s type as Text
$('[name="7"]').prop('type', 'text'); 
//Set Unique Id for the control
$('[name="7"]').prop('id', 'bk_fld_shipDateAfter');
//Hide the control
$('[name="7"]').hide();
//Set null value for the Dates
 $("#bk_fld_shipDateAfter").val("");

Follow the same above steps to change the ‘Ship To Date’ check box as Text Box

$("input[type=checkbox][name=8]").prop('id', 'bk_fld_shipDateBefore');
    $("input[type=checkbox][name=8]").hide();
    $("input[type=checkbox][name=8]").prop('type', 'text');
    $("#bk_fld_shipDateBefore").val("");

Step 3: Use Date Range Picker Control to select two different set of Dates.

1) Add the following DateRangePicker’s JavaScript and CSS reference to our Entity List Web Template page.

<script type="text/javascript" src="https://cdn.jsdelivr.net/momentjs/latest/moment.min.js"></script>
<script type="text/javascript" src="https://cdn.jsdelivr.net/npm/daterangepicker/daterangepicker.min.js"></script>
<link rel="stylesheet" type="text/css" href="https://cdn.jsdelivr.net/npm/daterangepicker/daterangepicker.css" />

2) Create and append the Date Range Control to the Entity List Filter Panel (ul#entitylist-filters)

$("ul#entitylist-filters").append("<li class='entitylist-filter-option-group'><label class='entitylist-filter-option-group-label h4'>Shipment Date Range</label><div id=dtShipmentDateRange class='form-control'><i class='fa fa-calendar'></i>&nbsp;<span id=dtShipmentDateRangeValue></span><i class=fa fa-caret-down pull-right></i></div></li>");

3) Set Properties for Date Range Picker Control

var start = moment();
var end = moment().add(10, 'days');
function cb(start, end) {
        $('#dtShipmentDateRangeValue').html(start.format('dddd, MMMM DD, YYYY') + ' - ' + end.format('dddd, MMMM DD, YYYY'));
    }

    $('#dtShipmentDateRange').daterangepicker({
        startDate: start,
        endDate: end,
        ranges: {
            'Today': [moment(), moment()],
            'Tomorrow': [moment().add(1, 'days'), moment().add(1, 'days')],
            'Next 7 Days': [moment(), moment().add(6, 'days')],
            'Next 30 Days': [moment(), moment().add(29, 'days')],
            'This Month': [moment(), moment().endOf('month')],
            'Next Month': [moment().add(1, 'month').startOf('month'), moment().add(1, 'month').endOf('month')]
        }
    }, cb);
    cb(start, end);

The Date Range Picker control will be displayed as shown below.

4) Set value for the Text box controls(‘Ship From Date’ and ‘Ship To Date’) on change of Date Range Filter control value.

$('#dtShipmentDateRange').on('apply.daterangepicker', function(ev, picker) {
              var dates = $("#dtShipmentDateRangeValue").html().split(" - ");

              $("#bk_fld_shipDateAfter").val(dates[0]);
              $("#bk_fld_shipDateBefore").val(dates[1]);
  });

5) Check the values passed for the Date controls in Fiddler

The results can be seen below.

Happy CRMing !!😊