Customer experience | Sales, Customer Insights,...

How to set filter of field on the view

(0) Share

Report

Posted on by Anna Melnychenko

Hello,

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

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.

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Abdul Wahab 12,119 Moderator on at

Like (0)

Report

RE: How to set filter of field on the view

Hi Anna Melnychenko,

How about First Name Does Not Begin With #?

Was this reply helpful? Yes No
Anna Melnychenko 38 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Suggested answer

Abdul Wahab 12,119 Moderator on at

Like (0)

Report
RE: How to set filter of field on the view

Hi Anna Melnychenko,

How about these?

Was this reply helpful? Yes No
Anna Melnychenko 38 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Abdul Wahab 12,119 Moderator on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Leah Ju Microsoft Employee on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Anna Melnychenko 38 on at

Like (0)

Report

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

Was this reply helpful? Yes No