CODEWITHSUNDEEP
dynamics-crm-2013
Konrad Viltersten
Konrad Viltersten

Reputation: 39068

How to hide criteria in advanced search

Out-of-the-box advanced search gives a loooong list of fields to search by. That is good. However, after a customer's scrolled a few times through Address X..., they tend to appreciate a more restricted subset of search criteria. :)

Usually, I just put most of the fields as not searchable, which does the trick. However, I'm not sure how to affect the second part of the dropdown - the one that contains related entities' fields.

How do I do that?!

Upvotes: 0

Views: 412

Answers (2)

AdamV
AdamV

Reputation: 1467

In CRM 2013 you can do the same thing on entity relationships and set them as being searchable (on by default), or not. This is a change from 2011. I can't recall off the top of my head if this is only available for 1:N relationships or if you can do this for N:N as well.

[edit] This will completely hide the other entity from the list of related entities in the advanced find list, from either side.

Upvotes: 1

jef smets
jef smets

Reputation: 181

You can define the field as searchable AND/OR the relationship as searchable.

For a field: in the field definition For a 1:N (or N:1) relationship in the lookup field definition AND in the relationship definition For a N:N relationship: in the relationship definition (no lookup field, one defined in one place)

Eg. a 1:N relationship between Contact and Account (parent account). - You can define the parent account lookup field as searchable (show/hide "parent account" in advanced find of contacts) - You can define the relationship as searchable (show/hide "child contacts" in advanced find of accounts)

Note that a lot of the system fields and relationships are not editable.

What you want to do is change the relationship definition between Pling and Account (searchable) and Pling-Contact (not searchable).

Upvotes: 1

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