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Home > CRM > Related entity not coming up in view filter

Related entity not coming up in view filter

We got a below requirement

  • Contacts and Users will have N:N relationship
  • Create a view in Contact entity, to get ‘Contacts associated to User ‘

It’s a straight forward ask as all I need to create is a view in Contact, with filter criteria ‘Users contains data’. Isn’t it?

So I,

  • Created a new N:N relationship between Contact & User.
Contact and User N:N relationship

Contact and User N:N relationship

  • Create a new view ‘Contacts associated with Users’ in Contact entity and opened filter criteria.
  • To my surprise, I did not find ‘Users’ in ‘Select’ dropdown -> Related Entities section.
Filter Criteria - No User in Select

Filter Criteria – No User in Select

Reason –

  • The culprit is ‘Display Option’
  • Since I given ‘Display option’ as ‘Do Not Display’ that propagated to filter, which is weird but that’s how it works.

Fix

  • To get the ‘Users’ in filter criteria provide ‘Display Option’ and Publish.
Provide Display option

Provide Display option

  • Go back to the view’s filter criteria, now you will see the ‘Users’ in ‘Select’  dropdown
Filter Criteria with Users

Filter Criteria with Users

🙂

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  1. ChGKrishna
    June 24, 2016 at 12:44 AM

    Hi Rajeev,
    Thanks for your post.
    We are trying to display associated view in iFrame on Entity form in CRM 2016 version.
    We could do that using the same format as the following url:
    https://.crm.dynamics.com/userdefined/areas.aspx?oId=%7bA6F09DF8-8B80-E511-8110-C4346BAC59AC%7d&oType=1&pagemode=iframe&security=852023&tabSet=crisp_inspectionstation_crisp_item&rof=false&inlineEdit=1
    We are getting one issue, i.e,
    In iFrame, Command bar of associated view (with rof=false&inlineEdit=1) does not show up.
    Can you provide some help on this?

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