Cascading Marketing Form Fields in Real Time Marketing Form

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Posted on 12 Apr 2023 19:33:42 by PatrickBlewitt

Is there currently any out of the box functionality to allow for filtering a lookup field in a RTM Marketing Form based on the values of another lookup field without modifying the HTML of the form? For example - If our state entity lookup equals one state, we only want to see the Account records that are located in this state. This appears to be supported functionality in Outbound Marketing (sometimes referred to as cascading), but not currently available in Real Time

- https://learn.microsoft.com/en-gb/dynamics365/marketing/developer/filter-cities#9-publish-and-host-the-form

- https://learn.microsoft.com/en-us/dynamics365/marketing/marketing-fields#adding-lookup-fields-and-troubleshooting

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Megan V. Walker 1,808 Most Valuable Professional on 13 Apr 2023 at 07:58:55

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RE: Cascading Marketing Form Fields in Real Time Marketing Form

PatrickBlewitt - unfortunately it's not available yet! It is still an 'in preview' feature, so always good to share feedback with Microsoft on this! If you add it here, then share the link to your IDEA, I am sure others will vote for it too!

experience.dynamics.com/.../