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Customize search pattern for multi-option field

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Posted on by 40

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

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  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Customize search pattern for multi-option field

    Hi Partner,

    Not checking name of the field, you need check ‘Display Name’ columns of fields.

    8715.pastedimage1628066389393v1.png

    Regards,

    Leah Ju

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

  • CRMQ Profile Picture
    CRMQ 40 on at
    RE: Customize search pattern for multi-option field

    Thanks, I did check in the system, but I couldn't find such fields with the same name.

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Customize search pattern for multi-option field

    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.

  • Guido Preite Profile Picture
    Guido Preite 53,906 Super User on at
    RE: Customize search pattern for multi-option field

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

  • CRMQ Profile Picture
    CRMQ 40 on at
    RE: Customize search pattern for multi-option field

    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.

  • Verified answer
    Guido Preite Profile Picture
    Guido Preite 53,906 Super User on at
    RE: Customize search pattern for multi-option field

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

  • CRMQ Profile Picture
    CRMQ 40 on at
    RE: Customize search pattern for multi-option field

    1) 6014.pastedimage1627973120689v1.png

    4722.pastedimage1627973168005v2.png

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

    2) 2086.pastedimage1627973250772v3.png

    5165.pastedimage1627973271352v4.png

    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?

  • Guido Preite Profile Picture
    Guido Preite 53,906 Super User on at
    RE: Customize search pattern for multi-option field

    can you please post a screenshot of the queries?

    thanks

  • CRMQ Profile Picture
    CRMQ 40 on at
    RE: Customize search pattern for multi-option field

    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.?

    5228.pastedimage1627971132493v1.png

  • Guido Preite Profile Picture
    Guido Preite 53,906 Super User on at
    RE: Customize search pattern for multi-option field

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

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