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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to add a field created through quick view form to advanced find search criteria

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Posted on by 15

Hi , 

I have added a field (PM Owner) from Deal entity to Order entity through quick viewform. but when i go to advanced find search criteria , select Order view and trying to add the  filter  with PM Owner field but dont find the field in advanced find search critera. How to add it to Advanced find search criteria ?

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  • Suggested answer
    Eiken Profile Picture
    on at

    Hi Kolla,

    Please check that where is the field (Deal entity or Order entity).

    If in Deal entity.

    Try to find it in Related, find Deal entity and search PM Owner field.

    pastedimage1679024853154v1.png

    Would you please give me some screenshots about how do you add the field.

  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,504 Moderator on at

    Hi Kolla, 

    I think that you must check if your field is searchable or not. 

    To verify this, just navigate to make.powerappas.com > DATAVERSE <Tables 

    Select your table and then search your column (Field) 

    pastedimage1679058480281v1.png

    Hope that's helpful for you. 

    Please mark the answer as verified if that's helpful for you  

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