Import Regarding Lookup Mapping lists every entity

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Posted on by J Coad

Hello!

When doing imports into CRM, I always have to uncheck every other entity except for Account in the mapping for Regarding. I would like to have this list only contain Account, as it takes a while to go in and uncheck the boxes for each import.

Does anyone know how to reduce this lookup list?

Thanks for any help!

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Sachin Jadhav 131 on at

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Import Regarding Lookup Mapping lists every entity

I think the entity that you are importing to is custom activity type of entity.

If that's the case, maybe above behavior on import screen cannot be altered as it is out of the box non extendable feature.

You can try and do following workaround if you have customizations hands on.

1. Create lookup field in above mentioned entity to "Account" entity directly

2. Create pre-plugin to copy the value of "Account" field into the "Regarding" field and wipe it out from "Account" field (You can also do this using real time post create workflow as well however you need to update the record in that case. In Pre-create plugin you can simply play with the context)

3. When the plugin is working as expected map your new "Account" lookup field on import screen instead of "Regarding" field while importing records