Elay’s CRM Blog

Enabling Quick Find of Disabled Records

Hi Guys,

This week we discovered a requirement to allow the user to perform a Quick Search on both active and close Opportunity records. We did an unsupported customization to acheive this. This is how we did it!

1) Export the Entity in question. In my case, it was Opportunity.

2) Locate the Quick Find view.

3) Change filter type from this:

<condition attribute="statecode" operator="eq" value="0" />

to this:

<condition attribute="statecode" operator="not-null"/>

4) Save the customizations.

5) Import and publish the customizations.

This will allow the Quick Find operation to find Opportunity records no matter what their state is ( active, canceled, closed, etc. ).

And yes, this is unsupported.

Cheers!!!