CODEWITHSUNDEEP
dynamics-crm-2011dynamics-crm
cja
cja

Reputation: 10036

Filtering by specific value incorrectly returns no results

Dynamics CRM 2011 on premise.

We have customised the incident/case entity to add new fields and customised the views for this entity to show some of the new fields. One of the fields is a reference to another entity (Benefit in this screenshot:
enter image description here

When I enable filters I get these options:
enter image description here

All options work apart from "Filter by specific Benefit...".

Selecting this option shows this screen:
enter image description here

No matter what is selected, the resulting list is empty, even when it shouldn't be. No error is shown.

The behaviour is the same in the latest IE and latest Chrome.

How can I investigate this?

Upvotes: 4

Views: 270

Answers (1)

Daryl
Daryl

Reputation: 18895

The filter isn't applied by value, but by reference. You have multiple benefits with the same name, but are actually different entities. Therefore, if you "select Dental", it won't filter to all "Dental" records, but just filter to incidents/cases for that particular "Dental" record as a benefit.

If you wanted to see only those that were Dental or Hospital, or Optical, you'd need to add an Option Set to your incident/case entity that basically is the name of the Benefit record assigned.

Upvotes: 5

Related Questions