Use grid filters

Grids in the Unified Interface have been improved to increase the amount of data you can see on your screen. Now you can choose from many different filtering options for a column; the type of data in the column determines which filter options are available. For example, the Full Name column in the Contacts grid has different filter options than the Activity Type column in the Activities grid.

Public views created in Power Apps that include Contains data or Does not contain data filters will not appear in the list of saved views in Advanced Find.

Important

In the Unified Interface grids don't prepopulate column filters based on the current view definition.

Grid filtering

Grid and filter navigation

When you filter data on a grid, the main grid page remembers the filter, sort order, and the page state when you navigate away and then return to the page. This works the same when data is filtered on quick find, column filtering, page number, and more.

Navigating back to the page opens it in the same state

The page jump bar uses the first sorted field. If no change has been made to the sort order, the jump bar uses the primary field.

Select a filter on the jump bar

When you select the hierarchy icon, you navigate to the hierarchy view.

Hierarchy icon

You can also open primary field and lookup fields in a new tab or window.

Open in a new window

Lookup field column

When you filter on a lookup column, you can select from a list of records to filter by rather than manually typing in the data. For example, on a Primary Contact lookup column, you can select the contact name from the list of records to filter by.

The filter on a lookup column helps you complete the search by suggesting results inline. These results are based the entity being looked up and will include all records with no filter.

Lookup filtering

Date filter

The robust Date filter includes many different values to choose from, such as On to search by an exact date, or Next X fiscal year or In fiscal period to search by year or quarter.

Date filtering

Filter the list of activities

You can filter the list of activities to see only the ones you're interested in. For example, you can further limit the activities you are seeing in a view by using the activity type filter. The activity type filter allows you to filter activities based on the type, such as email, task, phone call, and so on.

Activities filter

Known issue

If you change the default display format for number, currency, time, or date and then filter data on a grid, the filter won't show your selected display format. The filters will still be displayed in the system default format, and in some cases filtering might not work at all.

To fix the issue, set the display format for number, currency, time, and date back to the default setting.

  1. In the upper-right corner, select the gear icon Gear icon, and then select Personalization Settings.

  2. On the Formats tab, change the number, currency, time, and date value back to the default setting.

    Format settings

We're working on this issue, please check back for information about the availability of a fix.

Use search on a grid

When you use the Search this view option on a grid page, the system searches for data in the view that you're currently in. In the following example, you perform a search on the Contacts grid.

  1. Go to the Contacts grid, and then select My Active Contacts from the list of views.

    My active contact view

  2. Select Search this view to search for data in the view you're in.

    Search view

The system searches for data in the My Active Contacts view and displays search results by using the same set of columns that are used in your current view.

Search view

Use the quick-find search experience

To switch back to the old quick-find search experience that uses an entity's quick-find view definition to perform searches, you'll need admin permissions.

  1. In the upper-right corner, select the gear icon Gear icon, and then select Advanced Settings.

  2. Go to Settings > Administration > System Settings.

  3. On the General tab, under Set up Quick Find, select Yes for Use quick find view of an entity for searching on grids and sub-grids.