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Dynamics 365 Community / Forums / 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

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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
 
I have the same question (0)
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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
  • Verified answer
    DiePic Profile Picture
    DiePic 448 on at
      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.

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