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Microsoft Dynamics 365 | Integration, Dataverse...
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Filter by related no longer appearing

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Posted on by 68

Hi, in our sandbox I built a grid to hold and report on outcomes are charity achieves. I created entities about 10 Main Outcomes such as Knowledge and information and then another entity for Sub Outcomes of which there are about 50 in total such as improved knowledge of their rights as you can see in the image below. On the Sandbox I was given the option from the advanced find, when looking up all sub outcomes, to Filter by related:Outcome Main. This meant that when the main outcome was selected it allowed me to only see the related Sub Outcomes.

Now that I've built this into the production environment I'm not being given this option? Searches on the forum suggest using dataverse which looks a bit over complicated for me at this moment.  I feel like I'm missing something obvious here. Any help appreciated.

Thanks

Dynamics-Sub-Outcome-filter-by-related.png

  • Verified answer
    Hibee Chris Profile Picture
    Hibee Chris 68 on at
    RE: Filter by related no longer appearing

    Aaaah, I've found it. I had to add the related records filtering in the field properties!

    Feel free to delete.

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