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Service | Customer Service, Contact Center, Fie...
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lookupObjects in a portal form

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Posted on by 225

hi

Is there a way to call a lookupobjects-window with a click on a button in portals? I've managed to do this in the dynamics uci with Xrm.Utility.lookupObjects(lookupOptions). But the portal don't support Xrm. Is there a workaround? Just to insert a lookupfield doesn't work, because i need multiselect.   

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  • LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    I recommend you to create a custom html to show the lookup view in portal.

    Add a JS function to open a pop up window to show the lookup view on the onclick action of the lookup field in portal.

    After choose the record we need, then pass the record id and label back to portal form.

    Best Regards,

    Leo

  • Ar0x Profile Picture
    225 on at

    Is the Xrm.Utility.lookupObjects(lookupOptions)-function working on a custom html?

  • CJustin Profile Picture
    262 on at

    This would help you to create Lookup portal in Microsoft D365.

    https://www.inogic.com/blog/2018/06/show-lookup-dialog-in-dynamics-365-v9-0/

    You could build a html page and add a js script to display the lookup portal.

    I hope this helps!

    Regards.

  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    Xrm is only supported in D365 instance, not in portal.

    You could use JS or Jquery to create custom html in portal and use Odata to get all lookup records in portal.

    community.dynamics.com/.../705481

    Regards,

    Leo

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