How to stay in view when searching by filter - dynamics-crm-2013

I've added Owner to the columns shown in the standard Active Accounts view, as well as some other fields. This turned out as supposed to. However, I've noticed that when I enter something in the search box on the right, the filtering gets me a correct list of accounts but the columns are not the ones that I've set in the view Active Accounts.
Where do I set it to be like that? Preferably so that CRM retains the subset of columns and only filter down the number of records presented. If it's not possible, how do I set the columns presented in the Search Results view (independently of from which view the search's been performed)?

In solution, on where entity views are listed, there is 'quick find' type view. Columns defined in tha view are displayed when search is executed.
You can also define additional search criteria for search, when you modify filter in that view.

Related

How would you go about creating an interactive grid based on 2 tables in Oracle Apex

The situation needs for me to take one table of Members and put them in the interactive grid, each member may have sub-members that exist in another table, if the member has sub-members then I need to be able to display each sub-member underneath the main member, Will need to be able to also search for data related to a sub-member.

Holding parameter values when report is refreshed due to custom buttons used for expand/collapse groups

This may be as simple as it can't be done, but I have to ask. :) I am building a report using Report Builder 3.0. The report contains a table which also has Grouping established. I wanted to give the user an easy way to expand/collapse all rows of the table, so I used the method of creating a parameter with two values (0 for collapse, 1 for expand), tied the visibility of the group to the parameter using an expression in the Hidden Property for the group. Then I created two text boxes for Expand and Collapse and added the respective parameter/value in the Action in the text box properties.
At this point, everything works as intended. Here is where I run into the issue. I added another parameter, lets just call it "Location". The parameter is a text data type that allows multiple values and gets it available values from dataset/query in the same report. This is where I am guessing what I want may not be possible. When I select my Location(s), then run the report it all looks good. However, when I click on one of the Expand/Collapse text boxes, it clears out the values that I selected for the location(s). I am guessing this is due to the fact that the available values for the Location parameter is set via a query at run time. Is there any way to maintain the values for the Location parameter when triggering the expand/collapse buttons?
Thanks in advance!

Creating a faceted search bar in oracle apex master detail page

I'm trying to create a search bar in my master detail page that will allow my users to search for columns throughout my master and my detail tables (as the stock search bar only allows you to search for columns in the master table). Here is the code that apex generated for my search bar (tried to just add code inline here but it made the format look gross) Stock Search Bar.
I tried adding an exists condition that would test if one row returned, then it would evaluate as true. I then added my detail tables and a few test columns, and the sql validated fine. Updated Search Bar.
But whenever I run my application, I get this error I don't recognize BIND VARIABLE DOES NOT EXIST.
I've done some research and played around with the variables and the V() syntax that the error message suggests but nothing has worked. I've narrowed down the error to rows 24 - 25 so I'm pretty sure it's simply the wrong syntax for the columns.
So I fixed this error by using a view for my "Master" table that contained all of the columns that my faceted search needed to be able to filter by. I completely took out my exists condition as it no longer was needed. [Faceted Search Query][4]

Combo Box on form to filter table I imported into Access from Excel

I have been searching for a couple of hours but I can only see examples of combo boxes on forms filtering tables that are based from queries.
My table (which I have put on a subForm) is from a static datasheet that I imported into Access from Excel so therefore does not come from a query.
I want to use a combobox (or a textbox) so that the user can enter in the reference number and it will filter the table (rather than using the filters already provided (as they just get confused))
Is this even possible? I should add, the reason why I want the table showing (and not a query from it) is that I want the user to be able to edit the table once they have found the reference number they are looking for.
Any help would be much appreciated.
You can use the form's filter method to programatically filter the rows. careful though, as you probably are going to need a mechanism to remove the filter, like a separate button as it won't be obvious. OR, you may still want to keep the form's "Navigation Buttons" property to true. this would then have allow the user to see that the rows are filtered, and also allow them to remove the filter.
Use the form's filter methods to filter. so say they want to filter on a field called "value1" with value of 1, it would be like this. if your filter condition is text, then use single qoutes around them.
Me.Filter = "[value1] = 1"
Me.FilterOn = True
I think your question is more about a ComboBox updating a view, right. I don't think this really has anything to do with Excel, right. If this is correct, please see the link below.
http://www.fontstuff.com/access/acctut17.htm
Also, see this.
http://www.fontstuff.com/access/acctut18.htm

Access multi selection list box as a criteria to INSERT, UPDATE OR DELETE records from a table

For a database with this schema (a product may belong to one or more categories):
Item_category(product, category_name)
Category(category_name)
Will it be possible for me to build a multi-selection list box (List box data source from the Category relation) using an Access form and then highlighting the categories that the product belongs to (by querying the Item_category table), and at the same time letting users select new categories or deselect highlighted categories so that when an "Update" button is pressed, VBA code will automatically determine either INSERT, UPDATE or DELETE queries are needed to update the Item_category table?
How can I do that? Thanks!
I've generally done this type of interface using a form which looks very much like the "Which fields do you want on your form?" in the Form Wizard. Where you have the Table/Query list of Available Fields in the table in the listbox on the left hand side and the Selected Fields in the listbox on the right hand side. Along with the move left and right command buttons in the middle. The users quite like this interface.
Added: Note that the left hand listbox contains all the category records which aren't present in the products category table. So a category would be present in one or the other listbox but never both.
You very likely will want to use the Multi Select property of the listbox. If you hit the help on that field in the property sheet it should lead you to a page which mentions the ItemsSelected collection. Visit that page for sample code on how to read all the items selected by the user. Or visit http://msdn.microsoft.com/en-us/library/aa196172%28v=office.11%29.aspx.