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Filter view results using pick list RRS feed

  • Question

  • is there a way to have a entity view filtered using picklsit?

    My requirement is to have a picklist next to the "Search for records" box and based on the picklist selection the result should be filtered.


    Tuesday, June 9, 2009 2:08 PM

Answers

  • You may create custom views and give the search criteria to meet your requirement.
    The custom view will shows on the grid view, just like the 'Active campagins view'.


    Cheers,
    Jim


    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    Friday, June 12, 2009 9:34 AM
    Moderator

All replies

  • It's not supported to have one lookup field looking for mulit entities, although some system attribute can do so(e.g.: regardingobjectid).
    What you can do easily is: put all lookup fields on the form, and dynamicslly show one of them based on the picklist value.

    Cheers,
    Jim
    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    Tuesday, June 9, 2009 2:29 PM
    Moderator
  • Hi Jim,
    Thanks for the clarification,
    My requirement is on the gird found in the entities views, and its for specific entities, so for example, in the campaigns "Active campaigns view" i might need a picklist with "Planned , Proposed, launched, completed".. etc, and can be placed next to the "Search for records" box. based on the selection of the picklist i would like to filter the results in the grid.

    Hope its clearer now..
    Tuesday, June 9, 2009 2:36 PM
  • You may create custom views and give the search criteria to meet your requirement.
    The custom view will shows on the grid view, just like the 'Active campagins view'.


    Cheers,
    Jim


    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    Friday, June 12, 2009 9:34 AM
    Moderator
  • Thanks jim, i am aware of the custom views however using custom views i am forced to create many identical views with a single difference in the criteria. in addition if i whenever i add or modify the values in the picklist i have to created or edit views which i am trying to avoid.

    I would like to have a way to refresh the result of the view based on a selection i make on the grid.
    Monday, June 15, 2009 6:27 AM