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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Advanced filtering doe...
Finance | Project Operations, Human Resources, ...
Suggested answer

Advanced filtering doesn't work when criteria is set on the joined table

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Posted on by Community Member

Hi Have any of you observed the situation that on the Header/Line form (Free text invoice for example), even though you can join the line table (CustInvoiceLine) in the Advanced filter but when you specify the query criteria on the line lever (amount < 50 on CustInvoiceLine for example), the filtering doesn't work, it would still show all of the free text invoices.

So my questions are:

(1) How to make the Advanced filtering work when query criteria set on the joined table only?

(2) How to debug this to find out what is exactly query being run when running Advanced filtering?

Thank you!

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  • Mea_ Profile Picture
    Mea_ 60,284 on at
    RE: Advanced filtering doesn't work when criteria is set on the joined table

    I cannot say anything on 1 but for 2 you can run trace parser and see what query is generated and from where. 

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,149 Super User 2025 Season 2 on at
    RE: Advanced filtering doesn't work when criteria is set on the joined table

    Hi Yvonne,

    If you have a form with multiple data sources, you have to filter per data source. If you open the advanced filter for the header and you include new table joins, it will only filter the header records with your query. So it will then show e.g. all free text invoices containing lines with an amount < 50. But for those invoices it will show all lines. If you only want to see certain lines, you have to apply a filter starting on the lines data source.

  • Community Member Profile Picture
    Community Member on at
    RE: Advanced filtering doesn't work when criteria is set on the joined table

    Is there a proper documentation for using Tracer Parser for D365 F&O?  It's very straightforward in AX2012 but in F&O when I opened the Tracer Parser tool to open the trace I collected it gave me error ""This trace doesn't contain a session which can be analyzed.".

  • Mea_ Profile Picture
    Mea_ 60,284 on at
    RE: Advanced filtering doesn't work when criteria is set on the joined table

    Sure, here you go docs.microsoft.com/.../trace-trace-tutorial

  • Community Member Profile Picture
    Community Member on at
    RE: Advanced filtering doesn't work when criteria is set on the joined table

    That's the document I was following but got that error.  I've opened a MS ticket so they can take a look.

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