Rollup field not allowing a proper filter

(0) Share

Report

Posted on by jlarner

I am very new to D365 so please bear with me if this is a basic question or been answered before.

in my application, a Rollup field was setup that I need to make a change to as I need to filter out a specific type that is being used. The filel in question has several values stored in it and I want to set a filter of field record = XX

Right now, the only filter in place is Status = Active. When I add a new filter to the list and choose pretty much anything, my options for Operator are only "Does not contain Data" or "Does contain Data" Is there something I am missing in order to have an "Equals" option in there?

Thanks.

I have the same question (0)

All responses (1)

Answers (0)

Haig Liu Microsoft Employee on at

Like (0)

Report

Hi jlarner,

FILTERS in rollup field is different from filter in view and is related to the SOURCE ENTITY and RELATED ENTITY.

Perhaps it’s because the related entity you selected has fields that originally contained only these two options.

Was this reply helpful? Yes No