Customize column lookup Filter By on view

[David_Pezzoli]

Hi All,

I have a custom entity with a grid view.

On the columns of this grid, users like to set manual filters as Excel.

When users want to filter a column lookup as Account they need to see only the proposed list of Accounts associated with the created custom rows.

They don't want to see all Dynamics 365 accounts row.

E.g.

On view, the user clicks the account column lookup and set a manual "filter by" on column view:

the user find the account but note:

the user wants to see only accounts associated with current custom entity records.

Native Account Lookup on view proposes all records, How can I achieve/apply this filter on the column lookup view filter rule?

In addition: add only one default custom view on the Account Lookup field (alias column) doesn't filter it.

[dpoggemann]

Hi @David_Pezzoli 

A few things here on your needs.

You can setup custom views in the Dataverse (see image below)

You should be able to create a view that will filter on the relationship between the Account entity and the custom related entity and only display Account records where this relationship exists. 

Example doing this with Advanced Find where I have a custom table "Occupancy" that has Many - 1 relationship to the Account.  When I execute the Advanced Find it only returns 1 record because I only have 1 of those records setup that has the Account populated.

and the results look like this:

You can then utilize this view as the view in your definition (or turn on "View Selector" and allow the user to be able to select the view they would like.

Hope this helps.  Please mark accepted if it answers your question or Like if provided some assistance.

Thanks,

Drew

[David_Pezzoli]

Hi @dpoggemann ,

thanks for your suggestions but your post doesn't solve my requirements:

- users love using "filter by" on lookup column view

- users don't want switch or navigate to another custom view with predefined filters as "contains data" or other advanced filters for related records

- as I anticipated, set a lookup custom view as default on form work fine, but on view the lookup column isn't filtered:

 

I think it is a limit new UI by design....

[dpoggemann]

Hi @David_Pezzoli,

Sorry that did not answer your question.  Is the view you are looking at on the Opportunity entity and you are trying to filter by Account?  Just trying to get more details on what you are trying to do here...

Example, I am able to filter by Account on the Opportunity view.  When you see the list of Accounts you can click on each one and add multiple to the filter but maybe I am misunderstanding the situation, see below on what I just did on an Opportunity view.

Please let me know what I am not understanding in your query.

Thanks much,

Drew

[David_Pezzoli]

Hi @dpoggemann ,

Happy to provide you more details:

1. Exactly on the Open Opportunities view users click on Account lookup column
2. Click on "Filter By" (it is the same image provided by you)
3. They keep select "equal" expression
4. Now the users insert the first letters of a desired accounts and they see all accounts rows (precisely they see all the accounts on which they have read permissions defined by their assigned security roles): so they can see accounts with or without related opportunities.
5. But users ask me: "I want to see only the accounts that have an opportunity present in this view!"

So, my request is: inside "column Filter By", is there a way to filter the long list of accounts and propose ONLY the accounts that have at least one opportunity listed in the current view?

Thanks

[dpoggemann · Accepted solution]

Hi @David_Pezzoli,

Understand now 🙂  Thanks!  This is not available and you might want to enter an idea for this (https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas/status-key/Started) 

I did add the Editable Grid and I am able to "Group By" on the Account field but still does not provide the filtering capability you are looking for to only show the values within the view.

Thanks,

Drew 

[David_Pezzoli]

Thanks @dpoggemann , 

I needed your confirmation from my UI tests! 😅

[jessemcc58579]

Are there any updates as to whether Microsoft has implemented a way to customize the "Filter By" results on a column in a View?  I am looking to do something similar where I need the "Filter By" to only show a subset of records instead of all.

[lilija]

Hi All,

I would like to ask if there is any updates about these business requirements and maybe when they will be provided by Microsoft.

Thank you.

[LinnZawWin]

@lilija 

As far as I know, there is no update and I have not seen anything about it in the roadmap.