News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... a column that filter o...

Customer experience | Sales, Customer Insights,...

Answered

a column that filter only suppliers from account table

(0) Share

Report

Report

Posted on by DiePic

448

Hi all

As write in subject, I need to create a column in a personal table that filter only suppliers (column /CustomerTypeCode/) from /Accounts/ table.

Which is the best way to do this?

thanks for any help or suggestion

All responses Img

All responses (2)

Answers Img

Answers (1)

Verified answer

DiePic 448 on at

Like (0)

Report

a column that filter only suppliers from account table

Hi @Leah Ju

thanks for reply.

It's a normal field that filter the records on the account table that have the column "Relation Type" set as "supplier".

Today I've found that it's possible to select the type of visualization and this is sufficient for my project.
Leah Ju Microsoft Employee on at

Like (1)

Report

a column that filter only suppliers from account table

Hi Partner,

Can you provide more information?

1.What is the relationship between the personal table and the Accounts?

2.What is the type of column you want to create?

3.Is this column used to display the account?

4.Are the records you need to filter to show personal table records or accounts?

5.Already have a related account on your personal table?

6.Do you want to filter the records on the personal table that are associated with the Suppliers account by this new field?

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2

Martin Dráb 230,371 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans