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Activity regarding field - Add custom tables to search

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Posted on by Martin Andersson 40

Hi all,

I have a custom table with a Customer lookup field. I add data via a form and save with a reference to a specific customer.

If I create a new Activity and try to search for the customer in the Regarding field, I get no result. Also, I cannot see the table in the "Results from: x types of records", but I can find it in "Advanced lookup"

Is it possible to add a custom table to the search in the regarding fields on an activity ( a task in this case )? And is it possible to search on every field in the table? Ex if I search for "Bruno" that is the Customer in the lookup field.

pastedimage1644428804807v1.png

pastedimage1644429364736v1.png

Kind regards
Martin

  • Martin Andersson Profile Picture
    Martin Andersson 40 on at
    RE: Activity regarding field - Add custom tables to search

    Hi Andrew,

    Thanks for the reply!

    This solved the first part of my question.

    The answer to the second part, to be able to search on any column in the custom table, comes here :)

    You have to do a change in the Quick Find view that is a standard view on every table.

    Go into edit mode for the view and add searchable columns down in the right corner by clicking the link "Edit find table columns ..."

    pastedimage1644570495151v1.png

    now you have the possibility to search for Bruno in the regarding search field

  • Verified answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Activity regarding field - Add custom tables to search

    Hello Martin,

    Here is the thread that explain how one can enable activities for an entity - stackoverflow.com/.../dynamics-365-enable-a-custom-entity-to-appear-in-the-regarding-lookup

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