Back

Filtering data using the merged description fields

Filtering data with Master Data Information
Video 1/2
Close
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information
Open Playlist

If I want to search on Master Data based on specification, I could search with the marking functionality showed in another video, but I could maybe make a more simple search based on the merged field which could be the description fields if I have set that up in my Master Data information set-up, the description 2, or even the long description.

Transcription of video

So if I have the long description which is a non-editable field merged by the Master Data information I could use this for filtering purposes.

So, for instance here, I could place a field on my long description saying I want it to be a 29 inch or, in this case just 29, because I know that will only be the wheel diameter 29. I could add this filter and, like with standard, this is the central functionality I can extend this field of functionality.

So I could say either this or it needs to be a Nexus seven gear bike, and this will expand my list I expect a little, I could even say it has be “&” a Nexus seven gear bike and I could continue building filtering like this. It has to be a city bike, for instance, so now I’m down to city bike, seven gear, and 29 millimeter tires.

So this way I could use my long description field to filter. I could also use this functionality on description two if I have set description two up to be a merged field. Like this, and that’s set up if I’m merging data into that so I could say I’d like to see all my bikes and this will filter on my description 2 field.

As for now, this functionality only applies to items, but we are considering building it into customers and vendors as well and if you prefer this functionality please give us a heads-up for that.