{"id":23785,"date":"2020-06-03T17:07:31","date_gmt":"2020-06-03T17:07:31","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=23785"},"modified":"2021-12-06T15:16:52","modified_gmt":"2021-12-06T09:46:52","slug":"now-get-better-quick-find-search-experience-on-grid-with-2020-release-wave-1","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/06\/now-get-better-quick-find-search-experience-on-grid-with-2020-release-wave-1\/","title":{"rendered":"Now get better Quick Find search experience on grid with 2020 Release Wave 1"},"content":{"rendered":"<p style=\"text-align: justify;\">Earlier when we wanted to search a record in an entity, we used to do it through Quick Find search on the entity Grid.\u00a0 However, the 2020 Release Wave 1 new feature &#8211; <strong>\u2018Search this view\u2019<\/strong> &#8211; gives this capability on the grid. It now applies the current view conditions and then searches the fields that are configured in the Quick Find view definition.<\/p>\n<p style=\"text-align: justify;\">In short, when you use the <strong>&#8216;Search this view&#8217;<\/strong>\u00a0option on a grid page, the system searches for data only in the view that you&#8217;re currently in.<\/p>\n<p>To simplify this further, let me help you with an example for an Account entity:<\/p>\n<p><strong>\u00a0Step 1<\/strong>: Navigate to the Account entity, and then select\u00a0<strong>My Active Accounts<\/strong>\u00a0from the list of views.<\/p>\n<p style=\"padding-left: 80px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-23786\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_1.png\" alt=\"\" width=\"513\" height=\"339\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_1.png 513w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_1-300x198.png 300w\" sizes=\"(max-width: 513px) 100vw, 513px\" \/><\/p>\n<p><strong>Step 2: <\/strong>Select <strong>&#8216;Search this view&#8217;<\/strong>\u00a0to search for data in the view you&#8217;re in.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-23787\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_2.png\" alt=\"\" width=\"835\" height=\"301\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_2.png 835w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_2-300x108.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_2-768x277.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_2-660x238.png 660w\" sizes=\"(max-width: 835px) 100vw, 835px\" \/><\/p>\n<p><strong>Step 3: <\/strong>The system searches for data in the\u00a0<strong>My Active Accounts<\/strong>\u00a0view and displays search results by using the same set of columns that are used in your current view.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-23788\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_3.png\" alt=\"\" width=\"876\" height=\"206\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_3.png 876w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_3-300x71.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_3-768x181.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_3-660x155.png 660w\" sizes=\"(max-width: 876px) 100vw, 876px\" \/><\/p>\n<p style=\"text-align: justify;\">To switch back to the old quick-find search experience that uses an entity&#8217;s Quick Find view definition to perform searches, you need to navigate to the Advanced settings in UCI.<\/p>\n<p>1) Go to <strong>Settings<\/strong> &#8211;&gt;<strong>Administration<\/strong> &#8211;&gt;<strong>System Settings<\/strong>.<\/p>\n<p>2) On the <strong>General<\/strong> tab &#8211;&gt;<strong>Set up<\/strong> <strong>Search <\/strong>&#8211;&gt;<strong>Enable Quick Find record limits<\/strong> &#8211;&gt;Select <strong>Yes<\/strong>\u00a0for\u00a0<strong>\u2018Use quick find view of an entity for searching on grids and sub-grids\u2019.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-23789\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_4.png\" alt=\"\" width=\"981\" height=\"417\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_4.png 981w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_4-300x128.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_4-768x326.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_4-660x281.png 660w\" sizes=\"(max-width: 981px) 100vw, 981px\" \/><\/p>\n<p>When you select yes, it will show the traditional Quick Find search in an entity Grid.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-23790\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_5.png\" alt=\"\" width=\"1110\" height=\"336\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_5.png 1110w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_5-300x91.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_5-768x232.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_5-1024x310.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/06\/Blog_5-660x200.png 660w\" sizes=\"(max-width: 1110px) 100vw, 1110px\" \/><\/p>\n<blockquote><p><strong><em>Note<\/em><\/strong><em>: In order to use <strong>\u2018Search this view\u2019<\/strong> feature, make sure your environment is upgraded to <strong>Wave 1<\/strong>.<\/em><\/p><\/blockquote>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">One Pic = 1000 words! Analyze data 90% faster with visualization apps!<\/div><\/div><\/h2>\n<p style=\"text-align: left;\"><em>Get optimum visualization of Dynamics 365 CRM data with &#8211;<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3lYvozZ\" target=\"_blank\" rel=\"noopener noreferrer\">Kanban Board<\/a> <\/strong>\u2013 Visualize Dynamics 365 CRM data in Kanban view by categorizing entity records in lanes and rows as per their status, priority, etc.<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3lCSBaA\" target=\"_blank\" rel=\"noopener noreferrer\">Map My Relationships<\/a><\/strong> \u2013 Map My Relationships \u2013 Visualize connections and relationships between Dynamics 365 CRM entities or related records in a Mind Map view.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Earlier when we wanted to search a record in an entity, we used to do it through Quick Find search on the entity Grid.\u00a0 However, the 2020 Release Wave 1 new feature &#8211; \u2018Search this view\u2019 &#8211; gives this capability on the grid. It now applies the current view conditions and then searches the fields\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/06\/now-get-better-quick-find-search-experience-on-grid-with-2020-release-wave-1\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":23791,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19,1920],"tags":[1922],"class_list":["post-23785","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","category-microsoft-wave-2","tag-microsoft-wave-2"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/23785","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=23785"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/23785\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/23791"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=23785"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=23785"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=23785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}