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Unified Interface - Filtering views, why are the options so awful?

  • 1.  Unified Interface - Filtering views, why are the options so awful?

    TOP CONTRIBUTOR
    Posted Mar 05, 2020 02:05 PM
    I think I might have done/setup something incorrectly.

    In classic, when you have a column in a view that is comprised of option sets, the filtering options adjust accordingly. In UCI, I find that every single column has the exact same filtering options, which are vague and difficult for users to figure out.

    Take for example Source Campaign. If you want to filter by a certain campaign, you have to manually type that exact name. If you want to filter by records that don't have data in the field, I can't even seem to do that.

    I have screenshots of the filtering options for Source Campaign in UCI vs classic. I feel like this isn't normal, and I must have configured something wrong.... is it this way for everyone?

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Unified Interface - Filtering views, why are the options so awful?

    MICROSOFT MVP
    Posted Mar 05, 2020 03:54 PM
    @Brooke Browne - In the Wave 1 2020 update, the filtering is better in the Unified Interface. Below is a screen shot showing filtering on the "Created On" field. As you can see, there are many more options.

    Filtering views in Unified Interface with Wave 1 2020 enabled



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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Unified Interface - Filtering views, why are the options so awful?

    TOP CONTRIBUTOR
    Posted Mar 05, 2020 04:11 PM
    Oh exciting! So the way my version is behaving is normal then? I need to look into this Wave 1 update, I'll be very happy to get this when it comes out!

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Unified Interface - Filtering views, why are the options so awful?

    MICROSOFT MVP
    Posted Mar 05, 2020 04:22 PM
    @Brooke Browne - The Early Release for Wave 1 2020 is available. If you have a Sandbox environment, I would suggest you enable it there and try/test things out. You can do this from the Power Platform Admin Center (PPAC): https://admin.powerplatform.com.

    Select the environment, and on the right-hand side, you will see a section for "Updates". There should be a "Manage" button to click. Then a panel will pop on the right-hand side.

    WARNING!!  This is a permanent update. You can't roll this back.

    Once the Wave 1 2020 update is enabled, you will see something like the below screen on the bottom-right.


    ------------------------------
    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Unified Interface - Filtering views, why are the options so awful?

    TOP CONTRIBUTOR
    Posted Mar 06, 2020 09:04 AM
    @Brooke Browne Caveat: The sandbox to which you apply the early release should not be your development environment where you create solutions for your production environment.

    If you have one sandbox only for development that promotes to your production environment, then applying the release to it will prevent you from moving solutions to production until you ​apply the new wave there.

    ------------------------------
    Patrick Wright, MCSE
    Senior CRM Administrator
    Cherry Bekaert LLP
    Richmond VA
    ------------------------------

    Academy - Online Interactive Learning from Experts


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