{"id":33645,"date":"2023-01-09T16:08:19","date_gmt":"2023-01-09T10:38:19","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=33645"},"modified":"2023-01-13T14:16:42","modified_gmt":"2023-01-13T08:46:42","slug":"adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/01\/adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup\/","title":{"rendered":"Adding a Filter for Lookup Columns made Easier with Advanced Lookup"},"content":{"rendered":"<p style=\"text-align: justify;\">We are already aware of the <a href=\"https:\/\/docs.microsoft.com\/en-us\/powerapps\/user\/lookup-field#advanced-lookup\" target=\"_blank\" rel=\"noopener\">Advanced Lookup<\/a>\u00a0feature that\u00a0is available on any lookup column that&#8217;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.<\/p>\n<p style=\"text-align: justify;\">As an addition to the same, you can now use the <a href=\"https:\/\/docs.microsoft.com\/en-us\/powerapps\/user\/lookup-field#advanced-lookup\" target=\"_blank\" rel=\"noopener\"><strong>Advanced Lookup<\/strong><\/a>\u00a0feature in the <strong>Edit filter<\/strong> window as well to filter out data in the lookup column.<\/p>\n<p style=\"text-align: justify;\">Let\u2019s see how it works!<\/p>\n<p style=\"text-align: justify;\">In the<strong>\u00a0Power Platform Admin Center,\u00a0<\/strong>go to<strong>\u00a0Settings &gt; Features\u00a0<\/strong>and look for settings under<strong>\u00a0the Advanced find options<\/strong> section.<\/p>\n<p>&nbsp;<\/p>\n<div style=\"text-align: center;\">\n<p><img decoding=\"async\" class=\"wp-image-33646 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-1.png\" alt=\"Adding a filter for lookup columns made easier with advanced lookup \" width=\"550\" height=\"329\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-1.png 550w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-1-300x179.png 300w\" sizes=\"(max-width: 550px) 100vw, 550px\" \/><\/p>\n<p style=\"text-align: justify;\">By default, the \u201c<strong>Show advanced lookup in lookup fields within Edit filters<\/strong>\u201d setting will be <strong>Off<\/strong> and you can turn it <strong>On<\/strong> as shown above.<\/p>\n<p style=\"text-align: justify;\">While the setting is <strong>Off<\/strong>, filter the <strong>lookup columns<\/strong> in the <strong>Edit filters<\/strong> look as below:<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-2.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33647 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-2.png\" alt=\"Adding a filter for lookup columns made easier with advanced lookup \" width=\"1347\" height=\"651\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-2.png 1347w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-2-300x145.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-2-1024x495.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-2-768x371.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-2-660x319.png 660w\" sizes=\"(max-width: 1347px) 100vw, 1347px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">But once you turn on the settings, it will show the <strong>Advanced lookup<\/strong> option as seen below:<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-3.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33648 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-3.png\" alt=\"Adding a filter for lookup columns made easier with advanced lookup\" width=\"1349\" height=\"645\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-3.png 1349w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-3-300x143.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-3-1024x490.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-3-768x367.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-3-660x316.png 660w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Clicking on \u201c<strong>Advanced lookup<\/strong>\u201d, will open a popup window where you can find the required record using either the <strong>Search<\/strong> option or using the views shown on the screen:<\/p>\n<div style=\"text-align: center;\">\n<p><img decoding=\"async\" class=\"wp-image-33649 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-4.png\" alt=\"Adding a filter for lookup columns made easier with advanced lookup\" width=\"1349\" height=\"649\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-4.png 1349w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-4-300x144.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-4-1024x493.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-4-768x369.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/01\/Adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup-4-660x318.png 660w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/p>\n<h2 style=\"text-align: justify;\"><strong>Conclusion<\/strong><\/h2>\n<p style=\"text-align: justify;\">Editing filters for the lookup columns has now become much easier for users using the Advanced Lookup feature.<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/user-adoption-monitor-in-dynamics-crm\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33383 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/12\/User-Adoption-Monitor.png\" alt=\"User Adoption Monitor\" width=\"800\" height=\"200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/12\/User-Adoption-Monitor.png 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/12\/User-Adoption-Monitor-300x75.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/12\/User-Adoption-Monitor-768x192.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/12\/User-Adoption-Monitor-660x165.png 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>We are already aware of the Advanced Lookup\u00a0feature that\u00a0is available on any lookup column that&#8217;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\u00a0feature\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/01\/adding-a-filter-for-lookup-columns-made-easier-with-advanced-lookup\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"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":[16,19,2361],"tags":[2350,1351],"class_list":["post-33645","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-technical","tag-advanced-lookup","tag-power-platform"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/33645","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=33645"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/33645\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=33645"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=33645"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=33645"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}