Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Filtering Search (Quick Find) Results

  • 1.  Filtering Search (Quick Find) Results

    TOP CONTRIBUTOR
    Posted Apr 24, 2019 01:30 PM

    Once again, I find myself in need of someone to share CRM knowledge with me!

    I know that in the classic UI, filtering search (Quick Find) results is not supported. As we have rolled out model-driven apps in the UUI, I never thought to see if that had changed.

    We have just recently rolled out the April 2019 release to our production environment. I have had several users tell me that the filters aren't working. My experience was they are much improved! Upon further investigation, I found that my users are trying to filter their search results. They tell me that it used to work. These users have never worked in the classic UI, so they never realized I didn't think it was possible.

    Their current experience is that the perform a quick find search and then turn on the filter for the column they want to limit. They choose their filter values and click apply. It does nothing. No errors, no filtering, nothing.

    Can any of you confirm that the UUI allowed filtering of search results? And if so, did it break with the April 2019 release for anyone else?




    ------------------------------
    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Filtering Search (Quick Find) Results

    MICROSOFT MVP
    Posted Apr 25, 2019 06:44 AM
    I tested this in two online orgs, one without the April updates (9.1.0.3842) and one with (9.1.0.4044). Both worked as you describe, they allowed filters to be selected for Quick find results, but the filtering did not work in either organisation.


    ------------------------------
    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Filtering Search (Quick Find) Results

    TOP CONTRIBUTOR
    Posted Apr 25, 2019 07:10 AM
    @Feridun Kadir thanks for testing that out in a pre-April release environment and reporting back. Now my challenge will be to figure out what the users were really doing that was successful!​

    ------------------------------
    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role