Advance Find - Territory Code field missing

I am trying to do the following:

Advanced Find on Account
I need to use the "Territory Field" as part of the search

However it is not listed in the field list.

The "Territory" filed is listed, but this is a completely different
field.

Is this a bug, or am I missing something?!
0
Mark
9/29/2006 9:41:53 AM
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Mark,

Scroll down the field list to see the related entities. The territory is 
listed on my systems. Is it missing on your side?

-- 
Michael

Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx

----------------------------------------------------------

<Mark> schrieb im Newsbeitrag 
news:adqph21jm1le7bf8tlbdouh24i6fq4vb2j@4ax.com...
>I am trying to do the following:
>
> Advanced Find on Account
> I need to use the "Territory Field" as part of the search
>
> However it is not listed in the field list.
>
> The "Territory" filed is listed, but this is a completely different
> field.
>
> Is this a bug, or am I missing something?! 


0
Michael
9/29/2006 11:15:11 AM
Michael,

I can see the "Territory" field, which is a lookup field.
In addtion there is a second system field called "Territory Code" that
is picklist.

It is the "Territory Code" field that doesn't appear for selection
(either in the normal account list fields or the related fields)

Nice web site by the way, very useful - especially the Javascript
samples.  Thanks for taking the time to share your knowledge.



On Fri, 29 Sep 2006 13:15:11 +0200, "Michael H�hne"
<michael.hoehne@nospam.nospam> wrote:

>Mark,
>
>Scroll down the field list to see the related entities. The territory is 
>listed on my systems. Is it missing on your side?
0
Mark
9/29/2006 11:30:05 AM
I see. The problem is that the display mask for the territorycode field in 
the metadata is set to ValidForForm and ValidForGrid, meaning that you can 
use the field in a form or view. However the ValidForAdvancedFind flag is 
not set, which is required to use it as a search criteria in the advanced 
find.

So the behavior of the advanced find dialog is correct. If you really need 
the field, do the following (unsupported customization):

Open SQL Server Management Studio / Enterprise Manager and navigate to the 
YourOrganization_METABASE database. Execute the following SQL query:

SELECT     Attribute.Name, Attribute.DisplayMask
FROM         Attribute INNER JOIN
                      Entity ON Entity.EntityId = Attribute.EntityId AND 
Entity.Name = 'account'
WHERE     (Attribute.Name = 'territorycode')

As a result you should get a single row, containing the following data:

Name = terrictorycode
DisplayMask = 402653184

Change DisplayMask to 469762048 (adding 0x4000000, which is the value of the 
ValidForAdvancedFind flag). After this update, restart the IIS service on 
the CRM box. You should see the territorycode in the advanced find now.

-- 
Michael

Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx

----------------------------------------------------------

<Mark> schrieb im Newsbeitrag 
news:al0qh218o8krjbvrs4qsk18ssslrl65fah@4ax.com...
> Michael,
>
> I can see the "Territory" field, which is a lookup field.
> In addtion there is a second system field called "Territory Code" that
> is picklist.
>
> It is the "Territory Code" field that doesn't appear for selection
> (either in the normal account list fields or the related fields)
>
> Nice web site by the way, very useful - especially the Javascript
> samples.  Thanks for taking the time to share your knowledge.
>
>
>
> On Fri, 29 Sep 2006 13:15:11 +0200, "Michael H�hne"
> <michael.hoehne@nospam.nospam> wrote:
>
>>Mark,
>>
>>Scroll down the field list to see the related entities. The territory is
>>listed on my systems. Is it missing on your side? 


0
Michael
9/29/2006 12:34:33 PM
Michael,

Thanks for your reply.

I ran the SQL query and get exactly the return values you described.
Unfortunately I cannot edit the value for DisplayMask in the results
grid.

So near and yet so far!

It seems a strange choice by Microsoft to make a field availalbe for a
form or view but not searchable.  I can't think why this would make
sense.

Best Regards,
Mark



On Fri, 29 Sep 2006 14:34:33 +0200, "Michael H�hne"
<michael.hoehne@nospam.nospam> wrote:

>469762048
0
Mark
9/29/2006 1:57:16 PM
> Unfortunately I cannot edit the value for DisplayMask in the results
> grid.

Ok, then note the attribute id and open the table directly. Open the SQL 
view and change the query from

SELECT * FROM Attribute

to

SELECT * FROM Attribute WHERE AttributeId = 'Id' (where Id is the previously 
noted attributeid)

You should be able to change it then. You can also execute an UPDATE 
statement.

-- 
Michael

Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx

----------------------------------------------------------

<Mark> schrieb im Newsbeitrag 
news:sb9qh2h4cdruc4m3lfbbbnidpmgo1el24e@4ax.com...
> Michael,
>
> Thanks for your reply.
>
> I ran the SQL query and get exactly the return values you described.
> Unfortunately I cannot edit the value for DisplayMask in the results
> grid.
>
> So near and yet so far!
>
> It seems a strange choice by Microsoft to make a field availalbe for a
> form or view but not searchable.  I can't think why this would make
> sense.
>
> Best Regards,
> Mark
>
>
>
> On Fri, 29 Sep 2006 14:34:33 +0200, "Michael H�hne"
> <michael.hoehne@nospam.nospam> wrote:
>
>>469762048 


0
Michael
9/29/2006 2:10:06 PM
Michael,

Thanks for your help but I still can't update the field.
I have found the ID and can carry out your second suggested search OK,
but the field is still not available for update.

I think this is probably more to do with my lack of SQL knowledge than
anything else.  

The SQL server courses are booked for the end of November!

Best Regards,
Mark



On Fri, 29 Sep 2006 16:10:06 +0200, "Michael H�hne"
<michael.hoehne@nospam.nospam> wrote:

>SELECT * FROM Attribute WHERE AttributeId = 'Id' (where Id is the previously 
>noted attributeid)
0
Mark
10/2/2006 4:03:02 PM
Mark,
The appropriate SQL statement to update the value is

UPDATE Attribute SET DisplayMask = 402653184 WHERE AttributeId = 
'{1234-5678-....}'

{1234-5678-....} is the previously noted attributeid.

Make a backup of the metabase first - just in case you hit the wrong 
attribute :-)

-- 
Michael

Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx

----------------------------------------------------------

<Mark> schrieb im Newsbeitrag 
news:ord2i29jhgvvj5cjcbrmuhmmu0hdvn4bdl@4ax.com...
> Michael,
>
> Thanks for your help but I still can't update the field.
> I have found the ID and can carry out your second suggested search OK,
> but the field is still not available for update.
>
> I think this is probably more to do with my lack of SQL knowledge than
> anything else.
>
> The SQL server courses are booked for the end of November!
>
> Best Regards,
> Mark
>
>
>
> On Fri, 29 Sep 2006 16:10:06 +0200, "Michael H�hne"
> <michael.hoehne@nospam.nospam> wrote:
>
>>SELECT * FROM Attribute WHERE AttributeId = 'Id' (where Id is the 
>>previously
>>noted attributeid) 


0
Michael
10/2/2006 4:12:37 PM
Michael,

I have made the change and it works perfectly.
Many thanks for your help.

Best Regards,
Mark


On Mon, 2 Oct 2006 18:12:37 +0200, "Michael H�hne"
<michael.hoehne@nospam.nospam> wrote:

>Mark,
>The appropriate SQL statement to update the value is
>
>UPDATE Attribute SET DisplayMask = 402653184 WHERE AttributeId = 
>'{1234-5678-....}'
>
>{1234-5678-....} is the previously noted attributeid.
>
>Make a backup of the metabase first - just in case you hit the wrong 
>attribute :-)
0
Mark
10/12/2006 2:54:57 PM
Reply:

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