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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / [Portal] Search relate...
Microsoft Dynamics CRM (Archived)

[Portal] Search related entity in entity list search functionality

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Posted on by Erik ten Brinke 2

Morning,

A question regarding the entity list search functionality in a portal. Is it possible to search related entity data in a entity list?
We have a requirement where we have a location record which has the actual address values on a related address entity, we want to offer a search possibility on the location entity list for the actual street 1, street 2, zip/postal code of the related address entity record.


Is there any way to realise this?

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  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    hi Erik.. I understand that you want to filter by a 1:N relationship, right?

    you can achieve this by enabling Metadata Filter for your Entity List

    select FetchXML as filter type, the below example I have an entity list to the Contact entity, and I have a filter by the Case Title (which is a subgrid within Contacts)

    <link-entity name="incident" to="contactid" from="customerid" alias="ac" link-type="inner" adx:uiname="1:N Filter">

     <filter type="and"    >

       <condition value="%%" attribute="title" operator="like" adx:uiinputtype="text" />

     </filter>

    </link-entity>

  • SynchIT Profile Picture
    SynchIT 5 on at

    Hello, i figured out how to search within related entities. I created this code below to search a patient's name from the general surgery entity, where Patient's name is in the related table. But now, i am unable to search the records of the general surgery entity itself. I can only search by FULL NAME with the code below.  I have other records from the general surgery entity, such as Date of Surgery, that i need to search. 

    This code below only displays a FULL NAME search and nothing else from either entities. Would love to know how to expand on search capabilities to be able to search other attributes from both entities. 

    <entity name="crb37_cusap_general_surgery">
    <link-entity name="crb37_cusap_patient" from="crb37_cusap_patientid" to="crb37_cusap_patient" link-type="inner" adx:uiname="Custom Search">
    <filter type="and">
        <condition attribute="crb37_fullname" operator="like" value="%%" adx:uiinputtype="text" />
    </filter>
    </link-entity>
    </entity>

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