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Adding a Filter for Lookup Columns made Easier with Advanced Lookup - 365 Community

Adding a Filter for Lookup Columns made Easier with Advanced Lookup


We are already aware of the Advanced Lookup feature that is available on any lookup column that’s on a quick create form, edit form, or dialog box. Using this, we can easily sort rows and switch between tables or views in a lookup column.

As an addition to the same, you can now use the Advanced Lookup feature in the Edit filter window as well to filter out data in the lookup column.

Let’s see how it works!

In the Power Platform Admin Center, go to Settings > Features and look for settings under the Advanced find options section.

 

Adding a filter for lookup columns made easier with advanced lookup

By default, the “Show advanced lookup in lookup fields within Edit filters” setting will be Off and you can turn it On as shown above.

While the setting is Off, filter the lookup columns in the Edit filters look as below:

Adding a filter for lookup columns made easier with advanced lookup

But once you turn on the settings, it will show the Advanced lookup option as seen below:

Adding a filter for lookup columns made easier with advanced lookup

Clicking on “Advanced lookup”, will open a popup window where you can find the required record using either the Search option…



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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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