Replace fields shown on list in categorized search

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Posted on by fran2105

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I want to replace the 3 fields that appear in the categorized search with 3 other fields:

5460.pastedimage1626246226995v2.png

I configured the Quick Find view to display the fields that I need, however, I am still not getting the results that I want.

Does anyone have any suggestions or steps that should be taken, please?

Kind regards,

Marie

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fran2105 412 on at

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RE: Replace fields shown on list in categorized search

The solution is correct, thank you for that. However, the difference here is that I am trying to surface the first column from another entity.

Thanks again!
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RE: Replace fields shown on list in categorized search

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Community Member Microsoft Employee on at

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RE: Replace fields shown on list in categorized search

Hi fran2105,

Through my test, this is not exactly the case.

When the name column are in the quick find view, it does show up on the results page even if the name column is not in the first 3 columns of the view.

However, you can remove name column from quick find view, which can make result page show first 3 columns of the view.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
fran2105 412 on at

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RE: Replace fields shown on list in categorized search

I've read somewhere that with a quick find view, the key field will always be there even if it's not part of the first 3 columns of the view. So in this case, since I am on the Contracts entity, the contract number will always appear on the search even if I have it as my 4th column. Can this be the case?
Community Member Microsoft Employee on at

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RE: Replace fields shown on list in categorized search

Hi fran2105,

It's so strange.

Firstly, have you Published all customizations after saving changed lookup view?

Maybe you can try to clear browser cache or change browser or use privacy mode of browser to test again.

Or you can change another field to check if it happens only to Contract entity?

Regards,

Leah Ju

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fran2105 412 on at

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RE: Replace fields shown on list in categorized search

Hello Leah Ju,

Thank you for your reply. I have already did the steps that you mentioned above, however, It is not rendering the correct fields:

These are the fields that I want which have been moved to the quick find view of the Contracts entity:

However, the field that are The fields are Contract Number, Account Name, and Contract End Date.
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Community Member Microsoft Employee on at

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RE: Replace fields shown on list in categorized search

Hi fran2105,

The search result could only show 3 fields of the quick find view.

Go to Settings > Customizations > Customize the system > Entities.

Open the quick find view.

Then move fields you want to the first three columns.

Save and Publish all customizations.

Test:

(1)Before:

(2)After:

Exit the previous search screen and refresh current page and search again.

Regards,

Leah Ju

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