How to filter a query using a lookup value?

How to filter a query using a lookup value?

In CRM if we want to filter a query using a particular lookup value, e.g. if you had a lookup to Country and you wanted to query all Accounts where the Country is New Zealand, you could achieve this in a couple of different ways. The first and most obvious way, is to directly reference the country in your query.

How to reference a country in a query?

The first and most obvious way, is to directly reference the country in your query. If you’re adding conditions to a view, advanced find, workflow, or business rule, this means selecting the lookup value, which stores the ID of the selected record in the condition.

How to remove a filter from a query?

All filters are automatically cleared when you close the query. Or, you can clear a filter from a column by clicking clicking Clear Filter in the list. For more information about creating queries, see Introduction to queries, and for more detailed information about filtering, see Apply a filter to view select records in an Access database.

How do you filter data in Access app?

For more information about creating queries, see Introduction to queries. To filter data in a query, open it in Datasheet View, click the down-arrow at the top of a column, and select a filter option. Here’s how it looks in an Access app:

How to switch between filtered and unfiltered views?

To switch between the filtered and unfiltered views: in the Sort & Filter group on the Home tab, click Toggle filter. To permanently remove a filter from a view: Clear the filter.

How to apply filter to view Select Records?

Since the view you get after you apply a filter contains only records with the values that you selected, the rest of the data remains hidden until you clear the filter. Note: Columns in datasheets and controls in forms and reports that are bound to expressions do not support filtering.

When to use filter based on values returned from another query?

Note When using query filters based on values returned from another query with a large amount of data, performance can be affected due to converting and formatting operations. We recommend using query filters based on values returned from another query only when you are working with small data sets.