Microsoft Dynamics CRM (Archived)

Adding a field in search criteria in Advance Find- CRM 2013

(0) Share

Report

Posted on by Community Member

Hi,

How do I add a field (Call From) from Phone calls in Activity, as search criteria in Advance find.

I see the field in Views and add columns but I'm not able to search using Call From and Call To field in Advance find.

*This post is locked for comments

I have the same question (0)

All responses (11)

Answers (0)

Suggested answer

TheMarkChristie 10,328 Moderator on at

Like (0)

Report

You need to edit the Quick Find View - Then add whatever fields you need

Hi

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thank you!

The field has been added but I couldn't still see as a listed field to search in Advance find. It is weird.

Was this reply helpful? Yes No
Karsten Wirl 4,477 on at

Like (0)

Report

Hello Luxi.

Check the settings of the field.

Go to Settings - Customizations - Customize the system - entities - [your activity] - fields

Search for the field in the list and open it with a double-click.

Have a look for the option "Searchable". YES or NO?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

It is Yes, Karsten.

Not sure what is causing this. I see it in the views to add as a column. Also I see in the form. The field is searchable but not listed as search fields in Advance Find.

Was this reply helpful? Yes No
Suggested answer

migsbeja 655 on at

Like (0)

Report

Hi Luxi,

You are trying to search in Advanced find for the Activity entity?

If so, the Activity entity only shows the common fields between all Activity types, for exemple Description.

The specific fields for one Activity entity (Phone for exemple) can show all the specific Phone fields.

If you are in the Phone entity in the Advance find, then you can select the column that you want to list by adding it.

If you already added the fields to a view, you can select the specific view in the Advance find right side.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Miguel, Thank you!

Though it has been added to the Phone entity as a field and added in views, It does not appear as a select field in the advance find for Phone.

Was this reply helpful? Yes No
migsbeja 655 on at

Like (0)

Report

Hi Luxi,

Let's go by parts.

You added the fields to the views and published the entity.

After when you go to the Activities in the menu and select All Phone Calls to list the records, you can see the column there?!

If you open the Advance Find windows, select the Phone entity and click on the edit columns, you can see the field there to be selected?!

If not, it might already be selected for the result, press Results to see if you can see the column.

By the way, are you trying to add the field as a column or as a filter field?

If is a filter field, you need to go to the field and enable the option Search - Yes, so it can be added as a filter field.

Was this reply helpful? Yes No
Inogic 713 on at

Like (2)

Report

Hi Luxi,
From and To are of type Activity Party List for phone and they are not available to apply filter in Advance Find.
Default property of this attributes for 'IsValidForAdvanceFind' is False in metadata, so they cannot be used in Advance Find to filter.
Instead if possible you can use Regarding to filter the records. But you can try following query in advance find.

Hope this helps!

Thanks,

Sam

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Yes Miguel. All the above steps done. As Inogic mentioned below. I have to try it.

Was this reply helpful? Yes No
migsbeja 655 on at

Like (0)

Report

You have to filter like the way Sam from Inogic said. Since the fields standard from Call From (or Call to) are the Party in the Activities, so you'll have to put like that.

Was this reply helpful? Yes No