Dynamics Community Forum Thread Details

Advanced Filter Based On Value In Different Table

I have a Users table with a column for /Service Type/, for simplicity reasons imagine it looks like this:

User	Service Type	GeoArea
Person1	ServiceType1, ServiceType2	Denver, Colorado Springs
Person2	ServiceType2, ServiceType3	Los Angeles, San Diego
Person3	ServiceType4	Denver, Colorado Springs

In an Orders table, I also have a column for service area, a simplified version would be this

OrderNumber	ServiceType	GeoArea
101	ServiceType2	Denver
102	ServiceType4	Denver
103	ServiceType2	San Diego
104	ServiceType3	San Diego

Is there a way to create a view of orders with a filter where the Service Type and the Geo Area of the user is the same as the order?

In the advanced find, I can find on the Orders, I can find the User table, but I can't create a filter that does something like this:

Order.ServiceType = User.ServiceType

Order.GeoArea = User.GeoArea

The problem is that in Advanced Find, when tell it to look at the Service Type on the order, I am forced to enter or select an actual value from the table and I can't tell it to look at a different table to compare values..

In essence I'm trying to create a view that will filter based on who is looking at it... this way if Person1 is looking at the view, they would only see orders in Denver and Colorado Springs that have Service Type 1 or Service Type 2.

Any ideas?

Categories:

Quotes / Orders / Invoices

Hi,

Based on the information you provided, conducted some tests.
Take the values of ServiceType and GeoArea attributes in User as conditions, filter them in the Order table, and manually assign the filtered Views to the corresponding User.
In this way the User can see the View that matches the criteria.
The steps are as follows.
Step 1. Add the view filter criteria for the Order entity.