Customer Engagement & Dynamics CRM Forum

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  • 1.  Filtering a View Filter

    TOP CONTRIBUTOR
    Posted Aug 09, 2021 04:48 AM
    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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  • 2.  RE: Filtering a View Filter

    TOP CONTRIBUTOR
    Posted Aug 10, 2021 02:32 AM
    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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  • 3.  RE: Filtering a View Filter

    GOLD CONTRIBUTOR
    Posted Aug 10, 2021 02:49 AM

    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.​



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    Rogier Vriezen
    MS Cloud Consultant
    Amsterdam, Netherlands
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  • 4.  RE: Filtering a View Filter

    TOP CONTRIBUTOR
    Posted Aug 11, 2021 06:35 AM
    @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. ​

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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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  • 5.  RE: Filtering a View Filter

    Posted 2 days ago
    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?

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    Jordi Ruana
    Regional Key User
    HARTING Stiftung & Co. KG
    Espelkamp
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  • 6.  RE: Filtering a View Filter

    SILVER CONTRIBUTOR
    Posted 2 days ago

    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/



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    Regards, Adam Travers
    Empath Services Ltd
    Southampton
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  • 7.  RE: Filtering a View Filter

    Posted 2 days ago
    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...

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



  • 8.  RE: Filtering a View Filter

    TOP CONTRIBUTOR
    Posted 2 days ago
    In short - no - still looking!

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    Donal McCarthy
    BrightWork 365 Solution Architect
    BrightWork
    Galway
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