Updated filtering in Model-Driven Apps/Dynamics

By | May 4, 2020

Social distancing has definitely took a toll on my blogging – it’s been a while since the last post. Although, I’ve actually learned quite a few things outside of PowerPlatform in the last month, so I could probably start blogging about a few other things now:

  • How to teach math fractions
  • How to build wooden tank models from the stuff we have in the garage
  • How to set up a volcano model in your kitchen safely
  • How to bake bagels…

 

However, Power Platform  has, finally, caught up with me when a co-worker showed me how filtering in model-driven apps works differently now. I think I like it. Although, the reason it came up in the first place is that the users were complaining. Well, at least it’s not on us that this change has happenedSmile But what exactly is different now?

image

Basically, there are 3 changes.

1. Column sorting

There is a drop down there which combines “sort” and “filter” options. It’s not enough to click on the column header now to get the grid sorted – we need to open the drop down and choose a sorting option.

Note: you can still hold “Shift” button to sort on more than one column

2. Filter by

When using the Filter by, you can choose a filter:

image

Which, for a lookup field, will give you a lookup popup:

image

And, for an optionset, will allow you to check off multiple options:

image

3. And this all brings us to the “Advanced Filter”

Which sounds strangely familiar, but it’s not the same as “Advanced Find”.

image

The query builder interface there, even though it seems to be very similar to what it looks like in the advanced find, is somewhat different. And, unlike the advanced find, it actually does pick up on all those individual column filters which I have set up in the “current session”

image

Which, in general, seems to be working quite well. Although, would not it be great if I could also save that query as a personal view? It seems I can’t, yet.

This is all part of the release wave 1, and, if we were paying more attention, we could have given the client a bit of an advance warning. It does not seem to be that disruptive, though, except for the sorting which now requires two clicks instead of one.

And the only other thing I have not mentioned yet is that, once using “Advanced Filter”, you’ll see those additional indicators that an advanced filter has been applied:

image

For some reason, those indicators won’t be showing up when using a column filter, so just keep that in mind when troubleshooting with the usersSmile

One thought on “Updated filtering in Model-Driven Apps/Dynamics

  1. Shidin Haridas

    Altogether a very positive change.
    However the “breaking” change is that the grid search only searches in the records rendered on that grid. As opposed to pulling in from the “Quick Find View” results.
    See that as a user-adoption change. If users need to search across all records and not just the ones returned by the current view, they would need to delete the filters using the “advanced filter”.

    From a developer perspective, seems like a positive step towards putting the control in the users’ hands.

    Reply

Leave a Reply

Your email address will not be published.