Customize search pattern for multi-option field

(0) Share

Report

Posted on by CRMQ

Hi,

I have a field Account type that is a multi-option select field and the options are Grantee, Vendor, Funder, consultants.

So, the total no of Grantee account is 150, Funder[300], Vendor[200], Consultant[100].

Similarly, few accounts have two type Grantee&Funder [100].

Here, we should have Grantee = 250 (150+100) and Funder = 400.

but, when I filter the record the using query Account type is equal Grantee, it gives me only 150, not 250.

So, is there any way to achieve this. Any help would be appreciated.

Thanks

I have the same question (0)

All responses (12)

Answers (1)

Guido Preite 54,086 Moderator on at

Like (0)

Report

If is a multi-option the count is not a strict addition.

If you have 150 Grantee records, that are just 150, also if 149 of them have another option (like Vendor)

Was this reply helpful? Yes No
CRMQ 40 on at

Like (0)

Report

Thanks, for your attention. However, my query is if an account is both grantee and funder, then it should also included in grantee only.

ex- Account ABC Pvt. Ltd = grantee

XYZ Pvt. Ltd = Grantee &Funder

when I use query Account Type equals Grantee, then I should get result ABC and XYZ both. Because at the end XYZ is a grantee also. But , I am getting only ABC.

Was this reply helpful? Yes No
Guido Preite 54,086 Moderator on at

Like (0)

Report

can you post some screenshot of this field and the queries you are running?

Was this reply helpful? Yes No
CRMQ 40 on at

Like (0)

Report

I have a field called CIFF Relationship type which is a multi-select option field. In this, I can choose an account as grantee, vendor, etc.

Now, when I use query CIFF RT equals Grantee &Funder, then it shows 1 Minute Film and when I use CIFF RT equals Grantee then it doesn't give the same account same. But, it should be visible because 1 Minute Film is a grantee also. SO, is there any way to get this.?

Was this reply helpful? Yes No
Guido Preite 54,086 Moderator on at

Like (0)

Report

can you please post a screenshot of the queries?

thanks

Was this reply helpful? Yes No
CRMQ 40 on at

Like (0)

Report

1)

See, when I use CIFF RT equals Grantee, 1 minute fil doesn't show up.

2)

Now, it's visible. So, again my question is there any way to show the same account when I use query CIFF RT equals Grantee?

Was this reply helpful? Yes No
Verified answer

Guido Preite 54,086 Moderator on at

Like (0)

Report

try to use "Contain Values" instead of "Equals" in the query you posted with just "Grantee"

Was this reply helpful? Yes No
CRMQ 40 on at

Like (0)

Report

Yup, it worked when I used "contains". Thank you so much.

And I have one more query if you could help, I was trying to export the template to import Contact data. While exporting contact template, I got an error that says "A duplicate column heading exists".

I did check in the Contact entity, in that contact field exists as Primary Key.

similarly, in Account entity, Account field exists as Primary Key. But, I can download the Account template, not contact.

Was this reply helpful? Yes No
Guido Preite 54,086 Moderator on at

Like (1)

Report

I don't have suggestions for that export contact template issue you are facing. Open another post to get more visibility to it

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Partner,

In Settings> Customizations > Customize the system > Entities > Contact > Fields.

Sort the fields by display name and scroll through the list until you find two identical display names.

Rename one, save and publish your changes.

You should now be able to download the Import template.

(+) Templates for Data Import: A duplicate column heading exists - Microsoft Dynamics CRM Community

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No