control views through prompts?

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Posted on by mike_bx

Hello. Brand new to this community, and I am hoping this is not the wrong forum to ask my question...

I am trying to find a way to control a view through a prompt. For example:

Let's say I want a view of all orders between 2 dates. I can easily set up a view that shows me that, but the the only way I can find to define the dates is to set up a filter with 2 hard coded dates. Or I have a view without date limits, but then I have to massage the view later to enter the dates. I would prefer to call up the view, and it prompts me enter 2 dates, then runs the filter with those dates and presents the view. Is that possible:

Related question: Is it possible to have a filter that looks for a value or string in ALL fields of, say, all orders, including free-form fields? This would be handy if I have for example multiple comment fields, and a specific search token could be in any of those.

Thanks.

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sdfasdf 840 on at

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RE: control views through prompts?

Hi,

As far as your requirement to use prompts to get inputs from the user before rendering the view, I'm afraid the only way to accomplish that is by creating a PCF-based control to replace the OOB view altogether. Although this may work, it will require a lot of development efforts to put this together.

Regarding the second scenario, it is possible to configure the OOB views by adding find columns. So whenever a use inputs any data to the search field, those find columns will be considered for search. Please refer to this article: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/choose-and-configure-columns

I hope this helps.