Microsoft Dynamics CRM (Archived)

Dynamics CRM 365 - Filter Criteria on Form Views (using related entities)

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Posted on by TomDT

In an Opportunity, I would like the Job Order Lookup to provide the following:

The Job Orders associated with the Account that is assigned to the given Opportunity.

Is there specific filter criteria to customize on "Job Order Lookup View" to meet this request?

Was expecting the query below to work... but does not provide the expected results:

Further clarification:

I've come to realize the Lookup I am describing is actually a list/chart.

When the "Add Job Order Record" plus sign is selected, it uses the aforementioned "Job Order Lookup View".

I'm not sure of a method of passing the account value into this view... or the filtered criteria of a view taking a passed-in variable to determine which Job Orders are associated with the associated account.

Still trying to get my screenshots attached.

Here is a picture of the Opportunity:

Clicking the Plus sign to the right of Job Orders provides "Lookup":

At the bottom of the lookup records, it allows for Lookup of More Records and shows the view being used:

My challenge is wanting to provide the user a lookup based on "this" Opportunity's Account and the Job Orders associated with the the Account.

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Mahendar Pal 45,095 on at

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Hi,

I am assuming you want to filter job order which is specific to account only and you have relationship between account and job order entity, if yes, you can use related record filtering , please check steps here: www.powerobjects.com/.../how-to-use-dependent-lookups-for-dynamics-crm-201320152016

Let me know if my understanding is not correct.

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Community Member on at

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Hi,

you can also achieve it with javascript: www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

If Mahender solution meets your needs you should go with it else use the above solution

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TomDT on at

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Very helpful, but doesn't help me achieve what I'm looking for. I have updated the original post with a little more detail.

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Nithya Gopinath 17,078 on at

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Hi Tom,

The screenshots are not visible.

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TomDT on at

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Here is one screenshot that was removed:

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TomDT on at

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My copied screenshots were being removed. I apologize. I have inserted them as objects and hope they remain.

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