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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Restrict advance filters on views

Posted on by 70

Hi all,

Im currently testing out the unified view on version 9.1

i want to restrict the parameter values that normal users can alter when using "advance filter" on dashboard views.

Example case:

for the below case, I want to lock every field except "Created On". The intention is to reduce user error.

pastedimage1650347084876v3.png

Is this possible?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Restrict advance filters on views

    Hi,

    Have you tried setting Searchable property to false on field customization?

    CR97.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,530 Super User 2024 Season 1 on at
    RE: Restrict advance filters on views

    Hello JC,

    Probably this will be the limitation with the Advanced filter view. because it can not be made as disabled for the specific fields.

    Thank you,

    Amit Katariya

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