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Microsoft Dynamics CRM (Archived)

Filter sub grid lookup

Posted on by 12,070 Super User 2024 Season 1

Hi all,

There is a standard lookup on Quote's form as shown below

 07873.Untitled.png 8306.Untitled1.png

I want to apply more filters on existing product look up of Item Grade, Item Category, Item Form and Quality.

How can I apply these filters to existing product look up?

Thank you

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  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filter sub grid lookup

    Hello Abdul Wahab,

    Adding filters to lookup field can be achieved by adding JavaScript web resource to the fields.
    Please do refer this link on how to achieve this (with an example) : 
    http://www.inogic.com/blog/2015/08/apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script/

    http://missdynamicscrm.blogspot.in/2014/08/crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

    Thank you :)
    Hope this helps :)

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