Filter lookup field based on values of two other lookup fields on same entity

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Posted on by synthesis

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Hello. I am administering a CRM 4.0 system. I have a custom entity containing a number of fields including three lookup fields (which point to three other custom entities). I wanted to filter the values of one of the lookup fields based on the values that have been entered in the other two lookup fields.

For example, if Lookup A contains [Employee1, Developer, USA], [Employee2, Programmer, India], [Employee3, Developer, USA] and a user selects 'USA' from Lookup B and selects 'Developer' from Lookup C, then Lookup A should be automatically filtered to contain: [Employee1, Developer, USA] and [Employee3, Developer, USA]. How can this be done?

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rthompson 1,532 on at

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Hi,

Use the advance find to build your filter.

Then click the download Fetch XML to get your results.

Or use

XrmToolBox FetchXML builder good tool as well.

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synthesis 212 on at

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Does this also apply to CRM 4.0? I couldn't find "download Fetch XML" after creating a filter in advanced find.

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