The new tolerance control feature expands the search range in PowerSearch (Version 2020.14 and higher).
It allows to set a percentage, relevant for “number” fields only. The value in the “PowerSearch” search field will be increased and/or decreased by that percentage, depending on the condition operator.
In this article, learn in detail how the tolerance control can be used.
Example: In Dynamics 365, a record exists with a price value of “100.100”. When you look for it with a value of “100.000”, it will not be found (see Figure 1).
Figure 1: Without the Tolerance Control feature, the price value could not be found.
But when a percentage of “10” is defined, it will be in the result list (10 percent difference of “100.000” is up to “110.000” and includes “100.100” – see Figure 2).
Figure 2: With the Tolerance Control feature the price value is in the result list
How to enable the Tolerance Control feature
To enable the Tolerance Control feature, open the PowerSearch Configuration in settings and enable “Show ‘Tolerance’ control for number fields” and define a default % value.
You also can manually ignore search fields if you enable “Show ‘checkbox’ to ignore ‘Search Fields’“.
Don´t forget to save the configuration!
Figure 3: Define a default value
Next, open the PowerSearch search field. For “Enable for Tolerance”, set it to “Yes” (you can choose to define if the field should be enabled by default or not).
Figure 4: Define if the field should be enabled by default or not
Result: The percent-mark next to the field means it is enabled for tolerance ❶. If it is grayed out and crossed out it means the tolerance will NOT be used for the field. It can be changed with just one click on the icon beside the number field ❷.
Figure 5: Enable the number-field to use the tool
That´s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!