Power Platform: Improved Column Filtering and Quick Find Search Experience on a Grid

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Power Platform 2020 release wave 1 feature list is out and few of these features are available for early access.
Microsoft’s team has improved the grid column filtering & Quick Find search experience on a grid in this release. Well, let’s check out these features in detail.

Quick Find search experience on a grid

In Dynamics 365 or any Model-Driven app, if we want to quickly search a record in an entity, we use the Quick Find search on top of the view grid. Till now, this search was solely based on the setting of Quick Find View for an entity.
But now, from 2020 release wave 1, default quick find search will honour the current view definition. The “Search this view” capability on the grid now applies the current view conditions and then searches on the fields that are configured in the quick find view definition.
This means that the set of fields on which search will work are still configured in the quick find view but the rest of the filters and view layout follows the Current View.

In case, we want to switch back to the old quick view find search model, then we can revert this option by navigating to the Advanced Settings, then System Settings and finally under Set up Search section we can switch back to Quick Find search experience.

Use quick find view of an entity for searching on grids

With this release, ensure “Use Unified Interface Only” option under Bahaviour setting is off, otherwise you might be able to open the traditional Advanced Settings.

I found that “https://<<demoorg>>.crm.dynamics.com/main.aspx?settingsonly=true” url was not working for me if “Use Unified Interface Only” was true. It keeps redirecting to Apps home page.

Grid column filtering

Filtering options have improved in the past releases of Unified Interface and in this 2020 release, it is going to be much better by adding a whole range of advanced grid column filtering capabilities.
Now only these filter options have better UI, but also with these new enhancements, they are even better than the classic interface grid filters.
Here is the list of filter options available from this release:

  • String and numeric fields have operators to filters like: begins withends with, and contains data.
  • Activity management is vastly improved with a new set of Date filters. Absolute (before, after, on, etc.) and relative (last week, next year, older than X months, etc.) filters put powerful slicers at your fingertips.
  • Filtering on option set columns is as easy as checking items off a list.
  • Lookup columns also have an enhanced inline lookup experience for quick filtering.

Inline Lookup experience for quick filtering is not working for every look field for now.
This might be a bug and might be resolved before General Availability.

Compared to Classic Interface Grid filters where we can apply 2 filters per column, we can only apply one filter per column in Unified Interface right now.

I am confident that everyone would be happy with these enhancements in Unified Interface. I think the only question here is whether we will use the new filter based on the Current View or we will roll back to good old Quick Find View filter.
Till next time, Cheers 😉

References:

Manish Rawat

Microsoft Certified: Dynamics 365 + Power Platform Solution Architect Expert, with little Knowledge of Scrum (PSM-I) & keen to learn about Power Platform 😎