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Dynamically change view filters with current Entity data

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Posted on by Luka99

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So i have a subgrid on an Opportunity form for contacts, when you press (...) on the Contact subgrid you are presented with more option among them add existing contacts, this opens Contact Lookup view, this view has a filter for status, can i add another filter so it filters parentcustomerid with parentaccounid of the Opportunity Entity?

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Mahendar Pal 45,095 on at

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Dynamically change view filters with current Entity data

Hi,

Yes, you can add more filters from there but these are temporary filters, if you want to make them permanent you can customize your contact entity and add filter to view from view editor, keep in mind you should have customizer role in order to customize entity view.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/edit-filter-criteria?view=op-9-1

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