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Im customising my account form and wanted to ask how to allow for certain fields to allow for multi entity lookup
So for example i ave created a new lookup field in accounts to allow for competitors to be marked on accounts for a service they provide. Users can then simply tag the competitor for that service on the account. This then also filters into the competitors area as it will bring back any accounts they are tagged in as their customers.
For some fields I need to allow users to lookup not only competitors but also existing accounts field. For example a field option I have is outsourcer. Some outsources will be competitors as the lookup will show. But n some occasions the outsourcer will be a partner (which is stored under accounts).
So my question is how can I allow the lookup record give the option to also look in accounts?
As you can see in the screen below, the lookup is only allowing competitor look ups and the drop down to view others is greyed out.
In the standard CRM, you can not create a multy entity lookup.
I think it's possible to have this kind of lookup but with specific development...
Hope you will find the solution !
By Default CRM allows one entity for per lookup field.
Hope you have understood!!
ok thanks for the responses.
I have noticed that by default the CRM does allow multi lookup fields.
For example if you create a new contact, by default when you go to select a company name field and in there you can look up records from the Account and also contact entities
I think this is what Guido was talking about
ok i found this on another site
There isnt much detail on how to install, but it looks like it would be handled by a js and event handler.
Ive tried to install but cant see it working. Would someone be able to get and see if this works as this could be the option for this
Did you ever find a way to achieve what you wanted? You're right, the link you put above seems to fit your requirements but there's not a lot of info on how to use it.
It might be done only if you are creating Activity type entity and if not, you need to customize this lookup enabling multiple activity parties
The best way to approach this problem would be to create a new entity type with lookup fields to all the entities you might want to map, then in your original entity you refer to this "lookup entity" and configure the mappings appropriately to get the data you need from the multiple entities. A "entity-in-the-middle" is the way to go in my opinion.
Finally I resolved the problem with Multilookup.. If you need again, you can try the solution here:
This gives error when we select any value from contact field.
It gives error on save.
The approach in the link above will not work and is unsupported. You must create two look ups and perhaps use a business rule to hide one or the other dependant on an optionset field that defines the type to use.
Anybody can please confirm if this unsupported customization to convert single-entity to multiple-entity lookup is working with 7.1 new form rendering?
I tried this and looks like it is not.
Ok so this is a bit of a problem, however you can create "custom activities" to work around the problem.
When you create custom activities you get some precreated "multientity" lookups (user, contact, account, lead) which you can use and rename for your given purpose.
You also get the "set regarding field" that will allow you to connect the activity to pretty much anything in the system (if it is set accordingly on the given record types settings).
In this way you can use 100% supported methods to create multilookup attributes (with some limitations).
The drawbacks being
1. Your entity will be visible under only activities (unless you code a bit)
2. You are Limited to using the multi-entity lookups created with the activity
Could you please give a detailed Explanation of it ?
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