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Suggested answer

How to set filter of field on the view

Posted on by 38

Hello,

Our users don't want to see system records of users on this field of view filter.

pastedimage1678701576484v1.png

All lookup views on the entity "Users" have been configured (Full name does not contain #), but it doesn't work on this filter.

Where I can set this? Could you help me please?

Best regards,

Anna.

  • Anna Melnychenko Profile Picture
    Anna Melnychenko 38 on at
    RE: How to set filter of field on the view

    Hello Leah,

    Thank you for your answer!

    I hope it will be resolved with the 2022 release wave 2 version.

    Best regards,

    Anna

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: How to set filter of field on the view

    Hi Anna,

    Unfortunately, we can't customize column Owner Lookup 'Filter By' on the view.

    I would recommend you share this suggestion in Ideas.

    https://experience.dynamics.com/ideas/

    However, I found that when my organisation enabled the 2022 release wave 2 version, there were no users with # on the list.

    pastedimage1678864848748v1.png

    pastedimage1678864884623v2.png

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: How to set filter of field on the view

    Hi Anna Melnychenko,

    Are you looking at the lookup filter similar to the main form for the lookup column on the home/list screen? For that purpose, you need to use filters of the view as I suggested to you.

  • Anna Melnychenko Profile Picture
    Anna Melnychenko 38 on at
    RE: How to set filter of field on the view

    Hello Abdul Wahab,

    I am sorry, maybe I didn't explain my request correctly.

    This is not answer for my question.

    I don't need to filter records on the view.

    My question is: how to set filter on the lookup User field on the view?

    Best regards,

    Anna Melnychenko.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: How to set filter of field on the view

    Hi Anna Melnychenko,

    How about these?

    1. pastedimage1678725388183v1.png
    2. pastedimage1678725458729v2.png
  • Anna Melnychenko Profile Picture
    Anna Melnychenko 38 on at
    RE: How to set filter of field on the view

    Hello Abdul Wahab,

    Thank you for your answer.

    But this setting doesn't work in my view. I need to help with settings like filter on filter in the view.

    Where I should set this? 

    It is view ot entity, which is lookuped in field or it's some another settings?

    Image

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: How to set filter of field on the view

    Hi Anna Melnychenko,

    How about First Name Does Not Begin With #?

    pastedimage1678706297487v1.png

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