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Change lookup up more records to a 'contains' not a 'start with'

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Posted on by Microsoft Employee

Hey

I would lie to change the 'look up records' option of a sub grid to find containing items in a phrase not the start of the field which is what seems to occur

Thanks

R

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  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Change lookup up more records to a 'contains' not a 'start with'

    Hi Romolo,

    In a lookup control you can do this by creating a custom fetchXml/layoutXml view and filtering the results, but you want to do this in the subgrid lookup (per your question).

    I don't think that you have any control over that particular lookup because you are unable to attach code to that control.

    You can always do what everyone suggested, which was using wildcard to search, but not prefiltering.

    Possibly in future versions of Dynamics.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change lookup up more records to a 'contains' not a 'start with'

    Any ideas?

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change lookup up more records to a 'contains' not a 'start with'

    Thanks everyone.

    This is something I want to do in the core lookup so that when users are going to add additional items to this list it is doing a wildcard search automatically, not that they must enter *search term*.

    So it will take there user input "Ferrari" and search in an entire string for *ferrari*

    Thanks

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change lookup up more records to a 'contains' not a 'start with'

    Hi Romolo,

    You can use asterisk *  in your search string.

    Hope it helps:)

    Thanks

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,076 on at
    RE: Change lookup up more records to a 'contains' not a 'start with'

    Hi Romolo,

    You can use wild card search to achieve this functionality.

    For example, if you need to find all the items containing test, search as *test* . This will return all the items containing the word test.

    See the links below for more details.

    https://crmtipoftheday.com/178/do-you-know-what-wildcard-is/

    https://community.dynamics.com/crm/b/xrm/archive/2011/12/05/quick-tip-get-wild-with-your-searches

    Hope this helps.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Change lookup up more records to a 'contains' not a 'start with'

    You should be able to use wildcard search BTW, just add * before the keyword

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Change lookup up more records to a 'contains' not a 'start with'

    Hi Romolo,

    Check if you can achieve this using the addCustomFilter - see here the documentation: docs.microsoft.com/.../addcustomfilter

    Additional info: community.dynamics.com/.../more-adventures-in-pre-filtering-customer-lookup-fields-dynamics-crm-dynamics-365-for-enterprise

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