Customer Engagement & Dynamics CRM Forum

Has anyone every been able to limit the items returned in a view filter?
I don't want the # systemaccounts to appear in the below user column filter.

​

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Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
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I don't think you can - or at least I haven't found a solution. 

It seems weird that these system accounts are not filtered out by default.

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Niels Lønberg
Digital Sales Specialist
Semco Maritime
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Original Message:
Sent: Aug 09, 2021 04:48 AM
From: Donal McCarthy
Subject: Filtering a View Filter

Has anyone every been able to limit the items returned in a view filter?
I don't want the # systemaccounts to appear in the below user column filter.

​

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

Hi Donal,

there is a way to add JScript in the view designer, as your system accounts all start with #, you might be able to write something to exclude the system accounts?

please refer to this article for more information.

It may be a path worth exploring.​

------------------------------
Rogier Vriezen
MS Cloud Consultant
Amsterdam, Netherlands
------------------------------

Original Message:
Sent: Aug 09, 2021 04:48 AM
From: Donal McCarthy
Subject: Filtering a View Filter

Has anyone every been able to limit the items returned in a view filter?
I don't want the # systemaccounts to appear in the below user column filter.

​

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

@Rogier Vriezen - thanks, we actually did something like was described in the article but then realized we could use 🟢🟡🔴 emoji directly in options sets.
I'm just amazed that it seems like no one has ever tried to do what I want. ​

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

Original Message:
Sent: Aug 10, 2021 02:49 AM
From: Rogier Vriezen
Subject: Filtering a View Filter

Hi Donal,

there is a way to add JScript in the view designer, as your system accounts all start with #, you might be able to write something to exclude the system accounts?

please refer to this article for more information.

It may be a path worth exploring.​

------------------------------
Rogier Vriezen
MS Cloud Consultant
Amsterdam, Netherlands

Original Message:
Sent: Aug 09, 2021 04:48 AM
From: Donal McCarthy
Subject: Filtering a View Filter

Has anyone every been able to limit the items returned in a view filter?
I don't want the # systemaccounts to appear in the below user column filter.

​

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

Hi Donal

Where you able to find a solution? I'm searching for a similar solution, but creating some kind of Dependency. Let me explain. 
We have an account view. Here we have as columns Country, Region, City. If I filter per country. I would like to have in the Region Filter only the regions that appears on the filtered result list, i.e regions only for US. And then if I want to filter per city, only the cities belonging to the region that I have selected in the filter. 

Is anyone using a solution to do this?

------------------------------
Jordi Ruana
Regional Key User
HARTING Stiftung & Co. KG
Espelkamp
------------------------------

Original Message:
Sent: Aug 09, 2021 04:48 AM
From: Donal McCarthy
Subject: Filtering a View Filter

Has anyone every been able to limit the items returned in a view filter?
I don't want the # systemaccounts to appear in the below user column filter.

​

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

Hi Jordi,

I believe what you are looking for is slightly different to what Donal is asking? We had a similar situation as you were we needed to implement associated record lookups, the below post should help you specifically the example for Country and City.

https://carldesouza.com/filtering-lookup-fields-in-dynamics-365/

------------------------------
Regards, Adam Travers
Empath Services Ltd
Southampton
------------------------------

Original Message:
Sent: Nov 24, 2022 01:22 PM
From: Jordi Ruana
Subject: Filtering a View Filter

Hi Donal

Where you able to find a solution? I'm searching for a similar solution, but creating some kind of Dependency. Let me explain. 
We have an account view. Here we have as columns Country, Region, City. If I filter per country. I would like to have in the Region Filter only the regions that appears on the filtered result list, i.e regions only for US. And then if I want to filter per city, only the cities belonging to the region that I have selected in the filter. 

Is anyone using a solution to do this?

------------------------------
Jordi Ruana
Regional Key User
HARTING Stiftung & Co. KG
Espelkamp

Original Message:
Sent: Aug 09, 2021 04:48 AM
From: Donal McCarthy
Subject: Filtering a View Filter

Has anyone every been able to limit the items returned in a view filter?
I don't want the # systemaccounts to appear in the below user column filter.

​

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

Hi Adam, 

Probably It's not clear what I want to achieve. It is not in the record forms about lookup filters, we use this already. I'm talking to use this in the views. An on top of that, Countries and regions are Option Sets, not tables. I have not found any suitable way to do it in the Views...

------------------------------
Jordi Ruana
Regional Key User
HARTING Stiftung & Co. KG
Espelkamp
------------------------------

Original Message:
Sent: Nov 25, 2022 01:41 AM
From: Adam Travers
Subject: Filtering a View Filter

Hi Jordi,

I believe what you are looking for is slightly different to what Donal is asking? We had a similar situation as you were we needed to implement associated record lookups, the below post should help you specifically the example for Country and City.

https://carldesouza.com/filtering-lookup-fields-in-dynamics-365/

------------------------------
Regards, Adam Travers
Empath Services Ltd
Southampton

Original Message:
Sent: Nov 24, 2022 01:22 PM
From: Jordi Ruana
Subject: Filtering a View Filter

Hi Donal

Where you able to find a solution? I'm searching for a similar solution, but creating some kind of Dependency. Let me explain. 
We have an account view. Here we have as columns Country, Region, City. If I filter per country. I would like to have in the Region Filter only the regions that appears on the filtered result list, i.e regions only for US. And then if I want to filter per city, only the cities belonging to the region that I have selected in the filter. 

Is anyone using a solution to do this?

------------------------------
Jordi Ruana
Regional Key User
HARTING Stiftung & Co. KG
Espelkamp

Original Message:
Sent: Aug 09, 2021 04:48 AM
From: Donal McCarthy
Subject: Filtering a View Filter

Has anyone every been able to limit the items returned in a view filter?
I don't want the # systemaccounts to appear in the below user column filter.

​

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------

In short - no - still looking!

------------------------------
Donal McCarthy
BrightWork 365 Solution Architect
BrightWork
Galway
------------------------------

Original Message:
Sent: Nov 24, 2022 01:22 PM
From: Jordi Ruana
Subject: Filtering a View Filter

Hi Donal

Where you able to find a solution? I'm searching for a similar solution, but creating some kind of Dependency. Let me explain. 
We have an account view. Here we have as columns Country, Region, City. If I filter per country. I would like to have in the Region Filter only the regions that appears on the filtered result list, i.e regions only for US. And then if I want to filter per city, only the cities belonging to the region that I have selected in the filter. 

Is anyone using a solution to do this?

------------------------------
Jordi Ruana
Regional Key User
HARTING Stiftung & Co. KG
Espelkamp

Original Message:
Sent: Aug 09, 2021 04:48 AM
From: Donal McCarthy
Subject: Filtering a View Filter

Has anyone every been able to limit the items returned in a view filter?
I don't want the # systemaccounts to appear in the below user column filter.

​

------------------------------
Donal McCarthy
Digital Marketing Administrator
BrightWork
Galway
------------------------------