Filtered option-sets on custom entity fields

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Posted on by Dynamics4Dom

Hi Community,

I have two custom entities 'Location' and 'Clinical Office Location'. Location consists of master data of countries, states, suburbs, postcodes, latitude and longitude. This is populated as a one-off activity (which may involve additions/updates at a later stage, but not that frequent).

On the 'Clinical Office Location' entity, I have Country field as a lookup to the Country master. The State and Suburb fields are empty option-sets that need to be populated based on the Country chosen. State and Suburb are not entities, but fields in the 'Location' entity.

So, as an example, when I choose Australia as the country, I need to populate the State field with all Australian states from the Location entity and subsequently the Suburbs based on the State chosen. It doesn't seem that easy to do so in D365 for such a basic requirement.

Any help is appreciated.

Thanks,

Dominic.

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a33ik 84,331 Most Valuable Professional on at

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Hello Dominic,

The easiest way for you if you don't want to write any code - create entities country, state, city e.t.c. and build relations between it. Add lookups to your entity that reference mentioned entities. To organize filtration that is based on record selected you can use OOB lookup filtering.

Good luck.

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Dynamics4Dom 75 on at

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Thanks Andrew.

I was moving towards this same approach, but wanted to confirm if there was any other way prior to doing so.

Cheers,

Dominic.

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LuHao 40,892 on at

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Hi Dominic,

In addition, you can also install the POWERAPPS component to your organization using PCF.GALLERY.

PCF.GALLERY has a tool AddressFinder Australian Addresses that automatically populates Australian addresses.

It does not need to encode or configure additional entities.

For how to install POWERAPPS components from PCF.GALLERY to your organization, please refer to this blog.

https://carldesouza.com/how-to-install-powerapps-components-from-pcf-gallery-to-your-org/

This is the download address for AddressFinder Australian Addresses.

https://pcf.gallery/addressfinder-australian-addresses/

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Dynamics4Dom 75 on at

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Thanks for your reply Hao. We actually don't have a requirement for validating Australian addresses plus the API comes at a price.

What we need is a cascading option-set (or lookup) functionality of Country > State > Suburb > Postcode. We may probably go the way suggested by Andrew which involves configuration and no code.

Thanks,

Dominic.

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