Is-it possible to make an advanced search on fields of related tables in Custom List (CMS010) ?

Denis MARETTE

Hi,

I would like to use the ability to create custom lists and to use the M3 search features to get around a limitation encountered in the creation of an Ad Hoc report, namely that filters and selections can only be made on fields in the main table and not on fields in related tables.

So, I thought that creating a custom list that would correspond to my ad hoc report and that would display the fields of the related tables on which I could apply my selections would allow me to achieve my goals.

But I'm having problems with this.

Also, could you tell me if there are any special precautions to take for this approach to work or if it is also doomed to fail?
Because when I try to apply a selection on a column of a linked table, the results are not consistent.
I must have missed a step in the reasoning ? or in the way to do it ?

Thanks for your advice

magnus-tallqvist

Hi! 

Yes you can do that. There is however a few things to note for best result. Please use key search when searching in related tables and make sure you remove the search info automatically proposed when linking related tables to the custom list. There is a related option to do this. Both the key search and the issues that can be encountered when using related search are described in the function search KB 1687355.