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Microsoft Dynamics 365 | Integration, Dataverse...
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Add new fields to Facets and Filters

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Posted on by 20

Hello.

I have turned on the new look for the relevance search,  and I wounder how I can add fields for the filter pane in the result page.

I have added the fields to the Quick Search view (for the custom entity )

But the field don't apear  in the user preference.

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi Hulk,

    I have turned on the new look for the relevance search”you mentioned above means new Relevance Search experience?

    pastedimage1611283771681v1.png

    And you should add fields you want to search to the ‘Quick Find view’, not ‘Quick Search view’, then click ‘Add Find Columns’ to add fields you want to add to the search index.

     pastedimage1611284851305v3.png   pastedimage1611284964068v4.png

    You can use the Quick Find view to also define which fields appear as facets when users search by using Relevance Search.

    All View Columns with data types other than Single Line of Text and Multiple Lines of Text are marked as facetable and filterable in the index.

    By default, the first four facetable fields in the Quick Find view for the selected entity are displayed as facets when users search by using Relevance Search. At any time, you can only have four fields selected as facets.

    And don’t forget to click ‘Configure Relevance Search’ to add custom entity.

    pastedimage1611285226983v1.png

    End user configuration: End users can also personalize their search experience by configuring the facet fields that they would like to see for any searchable entity.

    pastedimage1611286200957v1.png

    pastedimage1611286223876v2.png

    For more detailed information, you can refer following link:

    https://docs.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • The Hulk Profile Picture
    20 on at

    Great,  thanks.  I Missed that "single line of text"  did not work.  So that was the reason why i did not get it to work.  Thanks for your help!

  • The Hulk Profile Picture
    20 on at

    How do I mark your ansver as verified?

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