Edit Filters D365 | Scribe

    Edit Filters D365

    • 2 minutes
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      In CRM select the item you want to open.
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      Click "Edit filters".
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      Click "Add".
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      Select if you want to add a row, group or related entity.
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      You can add as many conditions as you want.
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      Select the column you want to find the information on.
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      Select the operator you are looking for.
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      Type the value you are looking for.
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      At any time you are able to select "Reset to default" to reset all filters.
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      To delete several conditions at a time. Checkmark the conditions you want to delete.
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      Click "Delete all filters".
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      To delete one condition by itself click "..." next to the condition you want to delete.
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      Click "Delete".
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      If you're adding a condition to a column with lookups, you can look up the record in the Value field. You can choose "Advanced lookup" to see more fields and search for records within a specific view.
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      You can also add a group of conditions. This means you can create multiple sub-conditions and group them using AND & OR operators to create an expression. To add a group of conditions, select "Add group".
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      To add a single condition to a group, select the condition checkbox, then select …, and then select "Make group". To separate a group of conditions, select the group's checkbox, then select …, and then select "Ungroup".
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      When you are done adding all the conditions, remoting and doing the changes you want, click "Apply" to save all the changes.