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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Select multiple record...
Customer experience | Sales, Customer Insights,...
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Select multiple records simultaneously with quick search

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Posted on by Rabu 5

To improve our processes we have to select multiple records with quick search. In my understanding, it is only possible to quick search one record at the time. The search via advanced find is not practicable for us.  

The goal is to scan several barcodes as quick search input to get the particular orders selected (see my example).

7128.Screenshot1.png

Is there a way to handle that via quick search? Or is there alternative to select several records simultaneously excluded advanced find?

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  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi,

    You can not change quick find search  behavior and the way it's design.By default quick search return the text contains in column available in quick find views. You can only change predefined filter criteria by adding filter criteria in the quick find view.

    I have not tried but I think the only available option would be retrieve multiple plugin where you can make your query accordingly. Although this is not recommended and can impact everywhere which you need to handle in every scenario. 

    For me better to go with advanced find and create new view with the specific fields contains some value , you can add multiple filter with similar column contains  and just change the value. This can also save your time.

    Another option would be create custom web resource with html grid and search text  to do that .

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