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Dynamics 365 general forum

Add Field from related entities to the Quick Find columns

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Posted on by Nowak Nowak 80

Hello every one,

I wanna to add a find column existing on related entity to be able to search with on the Quick Find View. Is This possible.

I tried to edit the query using the view desinger but i got this exception :

<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>System.Xml.XmlException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #5FF7B675</Message>
<Timestamp>2018-12-26T08:12:47.8802562Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault>
<ActivityId>c305ce33-b8d7-48c8-8ed9-615073aae72a</ActivityId>
<ErrorCode>-2147217149</ErrorCode>
<ErrorDetails xmlns:d3p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>'EntityA' entity doesn't contain attribute with Name = 'FieldA'.</Message>
<Timestamp>2018-12-26T08:12:47.8802562Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText i:nil="true" />

looking on forums and community i found that for this view we have  <filter type="or" isquickfindfields="1" > which precises the fields that are availble for the quick search when adding a related entity i got the previous exception.

Need your help as soon as possible. Any ideas are almost welcome. Thank you ...

 

Categories:
Customization / Solutions / SDK and API
Other Functionality
  • Suggested answer
    Shravan M Profile Picture
    Shravan M 10 on at
    RE: Add Field from related entities to the Quick Find columns

    OOB you cannot add fields from Related Entity to your Quick Find columns. But if it is just 'one or two' columns which you would like to enable the quick find columns from related entities then you can use 'Calculated Field' functionality. So the solution is:

    1) Create a 'Calculated Field' on the specific entity where you want to add to Quick find columns from related entity.

    2) In the 'Calculated Field' you can define in 'Action' to populate the field from related entity's field.

    3) Add the calculate field to the Quick Find column.

    4) Publish the entity

    that's it, as and when a record is created it just populates the calculated field from related entity field.

    Below is the example on 'Order Product' entity where I have created a calculated field called 'Order ID' where it populates the order id from 'Order' entity. I just added the 'Order ID' (i.e. Calculated Field) to the Quick Find columns of 'Order Product' entity.

    Calculate-Field-on-Quick-Find-Column.PNG

    Pros:

    1) No Code, just configuration

    2) Updating of existing records will be taken care automatically. No need to worry about one-time update.

    Cons (not really a con if it is just a one or two columns):

    1) Duplicate column data

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Add Field from related entities to the Quick Find columns

    Yes you are right ,  this is not possible as you can't attach any JS while rendering the main entity grid to add your filter.

  • Nowak Nowak Profile Picture
    Nowak Nowak 80 on at
    RE: Add Field from related entities to the Quick Find columns

    Thanks Goutam but those filters are for lookup fields on forms. I 'am asking if i can do the same thing for the search field on the quick View

    is it possible ? because on forums i found that it is not possible because crm tooks the filter defined on the quick find view ???

    Thanks

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Add Field from related entities to the Quick Find columns

    Yes you can add filter  in the lookup using OOB view filter  options or using Javascript -

    OOB Filter -

    https://ledgeviewpartners.com/blog/customize-lookup-views-in-dynamics-crm/

    JS Filter  -

    www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

    www.magnetismsolutions.com/.../lookup-filtering-using-addcustomfilter-vs-addcustomview-in-dynamics-365

    http://www.powerobjects.com/2015/11/20/restrict-customer-lookup-to-accounts-or-contacts-in-dynamics-crm/

  • Nowak Nowak Profile Picture
    Nowak Nowak 80 on at
    RE: Add Field from related entities to the Quick Find columns

    Any answers please ???

  • Nowak Nowak Profile Picture
    Nowak Nowak 80 on at
    RE: Add Field from related entities to the Quick Find columns

    And could i add the filter using js as we do on lookup fileds ???

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Add Field from related entities to the Quick Find columns

    Hi,

    Unfortunately this is not supported or you can say limitation . In the quick find view you can only add fields for particular entity.

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