Dataverse Search Vs Advance Find Issue

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Posted on by srdd

Hi All, wondering if anyone has come across this issue, and/or has a solution,

Using The Old Advance Find, when querying a related entity, you have the ability to search by any field flagged as searchable, where as in the new 'Dataverse' Search you can only search by the name. I'll give an example:

Looking at Account Entity we want to filter on a related entity called Territory (a custom entity) in this 'Territory' we have a Description (primary Name Column) and a Code (whole Number)

in the new Dataverse Search, when building the filter, we can only search the related entity by the name and not the code. in my example screen shot I know that the 'Territory' with a name of "OTHER" has a code value of "99" but I cannot search by this code

But in the old Advance Find this is not an issue, I can Search by Code, Description and a number of other fields.

So has anyone found a work around for this, am I doing something wrong or is it something Microsoft is going to fix, any help would be appreciated

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Inogic 703 on at

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Hi,

Looking at your provided “Edit filters” images it looks like you used the “Add row” option to filter the data. Currently, we can’t directly get a lookup record using other than the name (i.e. Primary field) in “Add row” option.

To search related entity records you must use the “Add related entity” option in the advance find.

Please check the below screenshot to search related entity records in the Edit Filter Button –

And add your filter condition as per your requirement.

Please check the below screenshot –

Hope this helps.

Thanks!

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srdd on at

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Hi Sam,

thanks for the response, yes adding the related entity has the same issue, whatever field you query will only search that field in the new filtering method, but in the old Advance Find, whether you select the look up (row in Account) or you select related entity (Territiry) then select the field 'Territory' it will allow you to search by other searchable fields. which will mean its harder to build views. i'll raise it with microsoft and see what they say as it feels like a step backwards, thanks for your input though

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