Filtering a View Filter

  • Filtering a View Filter

    Posted by DSC Communities on August 9, 2021 at 5:13 pm

    Filtering a View Filter
    Donal McCarthy
    Donal McCarthyAug 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 …
    1.

    TOP CONTRIBUTOR
    Donal McCarthy
    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.

    ——————————
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ——————————

    2.

    TOP CONTRIBUTOR
    Niels Søgaard Lønberg
    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.

    ——————————
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
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    3.

    GOLD CONTRIBUTOR
    Rogier Vriezen
    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.

    TOP CONTRIBUTOR
    Donal McCarthy
    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
    ——————————

     

    5.

    Jordi Ruana
    Posted Nov 24, 2022 01:22 PM
    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.

    SILVER CONTRIBUTOR
    Adam Travers
    Posted Nov 25, 2022 01:42 AM
    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.

    Jordi Ruana
    Posted Nov 25, 2022 02:41 AM
    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.

    TOP CONTRIBUTOR
    Donal McCarthy
    Posted Nov 25, 2022 02:47 AM
    In short – no – still looking!

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    Donal McCarthy
    BrightWork 365 Solution Architect
    BrightWork
    Galway
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