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D365Ideas_Admin

Expand search function in Task Flow processes

Submitted by on โ€Ž02-04-2019 07:28 AM
Author Name: Amy Pritts

New Task Flow feature in CRM 2016 online mobile application currently restricts look-up of records within task flow to begins with Name only. Users need ability to search for records:

Using additional fields beyond Name
Using wildcard

Status: Planned

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,
Carlos Mendonรงa
PM, Microsoft

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2 Comments (2 New)
Comments
D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 07:28 AM
Status changed to: Planned

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,
Carlos Mendonรงa
PM, Microsoft

D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 01:44 PM

Lookup in Task Flows should work like lookups everywhere and search for text in all quick find columns. Especially custom entities used for simple things like country, category, etc often have long names with lots of overlap, so a second "short code" field gives users a simple way to select a record unambiguously by including it as a quick find field. For example, countries "United Kingdom" or "United Arab Emirates" or "United States" can easily be selected by typing UK, UAE, USA, but show the long name.