Animated Tip – Find Inactive Records with Quick Find

Contrary to common belief, the filter criteria for the Quick Find View can be edited

AnimatedTip - Quickfind filtering


Editing Multiple Activities in Advanced Find Results Grid

One of my customers asked me why can’t she edit multiple Tasks (bulk edit) in Advanced Find results grid, while it is certainly possible in any other Tasks grid.

I was not aware of the this limitation and tested it myself. It seems that the Edit command is disabled for all Activity types in Advanced Find results grid when trying bulk edit.

Advanced Find Results Grid - bulk edit disabled

What is the purpose of this limitation? Don’t really know, but here a quick workaround:

Instead of searching for Tasks (or any other type of Activity), select Activities as the Advanced Find query entity and add a condition on the Activity Type column to match the required type.

Advanced Find query

For some reason, bulk edit is enabled for this query results.

Advanced Find Results Grid - bulk edit enabled

The downside of this workaround is that this query is limited to the general Activity attributes. If you need to query a custom Task attribute, you can save the query as a personal view, access it in any Tasks grid and bulk edit away.