How to search with Quote ID?

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Posted on by Patrick Mandengue

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Hi Teams,

This has be a very frustrating point for my staff for a long time. How do you search quote with quote ID (unique). This will save so much of our time.

Thank you.

Patrick

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Leads or Opportunities

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SescoDev 4 on at

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How to search with Quote ID?

Patrick,

When editing the "Quick Find" view for the Quotes table, make sure the column you'd like to search by is included in the view. See the below image for detail:
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Amit Katariya007 5,816 Moderator on at

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RE: How to search with Quote ID?

Hello Patrick,

Did you implemented your requirement?

Thank you,

Amit Katariya
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Ram Prakash 2,285 on at

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RE: How to search with Quote ID?

HI,

Please follow below steps,

1. Navigate to https://make.powerapps.com

2. Click Dataverse --> Select Tables --> Search for Quote

3. Click Views --> Open QUICK FIND VIEW --> at the BOTTOM Right side you can see add filter --> Add the QUOTE ID

4. Save and Publish

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Verified answer

Amit Katariya007 5,816 Moderator on at

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RE: How to search with Quote ID?

Hello Patrick Mandengue,

Please add Quote ID field in the Quick find view of the Quote entity. Then user will able to search quotes with the quote ID.

reenhanced.com/.../

Thank you,

Amit Katariya