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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Adding query based filter
Finance | Project Operations, Human Resources, ...
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Adding query based filter

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Posted on by VV-22040800-0 8
Hi,
 
Our client using the custom accounting source explorer report which is almost the same as standard one but with some additional fields, in custom report they're still using the 'Update' filter and in standard report they're using the latest 'Advanced filtering' option, now they are expecting to add the query based 'Voucher' filter which is available in the 'Advanced filter' to be included in the 'Update' filter present in custom report - could you confirm if this is feasible and provide your inputs?
  • VV-22040800-0 Profile Picture
    VV-22040800-0 8 on at
    Adding query based filter
    Anyone has inputs on this? 
  • VV-22040800-0 Profile Picture
    VV-22040800-0 8 on at
    Adding query based filter
    Any response? 
  • VV-22040800-0 Profile Picture
    VV-22040800-0 8 on at
    Adding query based filter
    Actually the standard accounting source report has been duplicated and the 'update' filter belongs to standard form 'AccountingSourceExplorerParameters'. The query is right now this form will get the From & To filter values in the form field control and those values will be used as condition in accountingsourceexplorerprocessor class filterby methods but the new voucher field which needs to be added in same form should be the query/data source based and we need to modify the class to include the query based filter criteria along with the existing non data source form field control filter criteria. 
  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,624 Moderator on at
    Adding query based filter
    As you mentioned it's customised then you will have all the capabilities to customise it. 
     
    To answer your question, yes if it is using ui builder or a dialog form, then based on that you can change your code.
  • VV-22040800-0 Profile Picture
    VV-22040800-0 8 on at
    Adding query based filter
    The new voucher filter will be primarily used for excluding the values but it should also provide the option to perform other filter options as well which is available in standard advanced filtering - like search all vouchers matching the given value like abc*.Basically we need to get the standard query based voucher filter in the 'Update' form where all other existing filters are not query based. 
  • Waed Ayyad Profile Picture
    Waed Ayyad 7,958 Super User 2025 Season 1 on at
    Adding query based filter
    Hi,
     
    Do you mean the new filter will only exclude values? 
     
     
    Thanks
    Waed Ayyad
  • VV-22040800-0 Profile Picture
    VV-22040800-0 8 on at
    Adding query based filter
    Hi,
     
    Any response?
  • VV-22040800-0 Profile Picture
    VV-22040800-0 8 on at
    Adding query based filter
    I'm referring that not equal (!) and all (*) criteria which can be used in the query based advanced filtering when we want to search any fields like 'Voucher' which not equals to some value but this type of filter is not available in the existing 'Update' filter and it will just fetch the voucher by the from and to condition. They will use the 'From and To' voucher filter and along with the new 'Voucher' filter - like From voucher 1 To voucher 10 and in the new voucher filter they will exclude some voucher like ! voucher 5. The 'Update' filter form which I shown is the standard dialog form - 'AccountingSourceExplorerParameters'
  • Waed Ayyad Profile Picture
    Waed Ayyad 7,958 Super User 2025 Season 1 on at
    Adding query based filter
    Hi,
     
    What do you mean by this "with not equal (!) and select all (*)"?  the customer wants to filter the report data based on the entered Voucher (From, To) to be not the entered values? Also, the form you showed is it Dialog form? 
    I have a question are you duplicating the filters? You already have Voucher from and to, so they want to add duplicate functionality?
     
    Thanks,
    Waed Ayyad
  • VV-22040800-0 Profile Picture
    VV-22040800-0 8 on at
    Adding query based filter
    Hi Waed,
     
    Below is the current 'Update' filter which client is using in custom account source report and here they're expected to add the similar 'Voucher' filter which is present in the latest 'Advanced filtering', they will filter the voucher values with not equal (!) and select all (*) ranges which is possible in query based 'Advanced filtering'.While adding the new voucher filter in the 'Update' form, they're expecting the existing filters (From - to) should also work along with the new voucher filter.
     
     

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