The Condition Designer (1) has a similar look and feel as the standard “Advanced Find” Dialog in Dynamics365.
Also, the available options are similar.
The Condition Designer (1) is part of the Condition Field functionality of DocumentsCorePack. Details
about this functionality can be found here.
Figure 1: The condition designer within the condition field dialog
This step by step description will show you how to the condition designer to create your condition.
- Select a field from the drop-down
Figure 2: field selector - Select an operator
Depending on the field type you will see different available operators.
Figure 3: Operator selection - Select or enter a compare value
Depending on the data type of the field you either have an additional control
(1) that opens a new dialog (2) to select the
compare value. Or you can enter the value directly by typing.
Figure 4: Selection dialog for picklist elementsBelow you can see examples of other data types.
Figure 5: Example of a date field
Figure 6: Example of a string fiedl - Repeat steps 1 to 3 to add other lines to setup more complex condtitions
PLEASE NOTE: All single lines are brought together to one single condition. - Group your lines [optional]
Select the required rows by using the menu that opens when you hit the arrow button.
Figure 7:The selected rows will stay highlighted (1). Select the required grouping option (2).
Figure 8: Two highlighted rowsAfter you selected the grouping a box will visually show the grouping
Figure 9: Result ofter grouping
PLEASE NOTE: A few fields like owner or customer (special look up fields) are not available on the actual parent level, but can be always reached by selecting the next level drop down for this element.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.
#reworkneeded .. we have a lot articles about that .. reference /merge them.