Sub-Grid is not searchable?
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Answers
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I think I understand your problem.
When you add records into a subgrid, the search needs to be performed on the related entity, not the lookup on the primary (lead) entity.
In this case you should select the related entity from advanced find, which should be listed below the lead fields. Then once inside the related entity you can search where name = 'Other'.
What you cannot do is perform 1 query in advanced find to get the Leads where 'Other' is in the lookup OR in the related entity.
Hope that makes sense.
Paul
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- Marked as answer by ClarkKent786 Thursday, June 26, 2014 9:58 AM
All replies
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Can you check the views for the Product entity? In particular the Quick Find view which defines the fields that are searchable - these are the fields that will be searched across when you're performing a search.
Also check which view is being used on the lookup field vs. on the subgrid lookup. The subgrid should use the 'Lookup View' but the single lookup field can use a different view, which may have different filters.
If I'm not making any sense, post some screenshots, one of each lookup view with you performing the same search.
Hope that helps
Paul
If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".
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Sorry for the late reply, I was away. Sorry but I don't think I fully understand as you're asking to check the view for the product entity but the sub grid is not an entity? I will send over screenshot.
I have chosen a random, lead. The section I am looking at is the following:-
Now I will select the sub grid and select one of the records from the lookup view:-
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The lead information now is looking like the following, I will save and close it.
Now I will go into advanced find, and search for 'other' in existing system which is the entity. As you can see the results doesn't find anything.
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Now I will go back into leads and remove 'other' from the sub grid and add it to the lookup field.
When I carry out exactly the same search this time it finds the record? Hopefully this makes sense.
Sorry for the multiple post but I was only allowed to add 2 images per post.
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I think I understand your problem.
When you add records into a subgrid, the search needs to be performed on the related entity, not the lookup on the primary (lead) entity.
In this case you should select the related entity from advanced find, which should be listed below the lead fields. Then once inside the related entity you can search where name = 'Other'.
What you cannot do is perform 1 query in advanced find to get the Leads where 'Other' is in the lookup OR in the related entity.
Hope that makes sense.
Paul
If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".
- Marked as answer by ClarkKent786 Thursday, June 26, 2014 9:58 AM
