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Customer experience | Sales, Customer Insights,...
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CRM Lookup in Marketing Form Html add search field in the public view.

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Posted on by 10

Hello guys, in the marketing forms we are using country lookup in the HTML and we hosted the form on the company website and since it is a lookup our company wants to search the results with multiple fields I know I can edit the quick find view in CRM but it works only in the CRM but in order to work for I created a public view and I want it to add search field criteria. Does anyone know how can I make public views to add search fields criteria? For example, We have a field called Region in Country entity if the type EMEA in the country lookup it should all the countries within EMEA, Much appreciated your help.

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Please refer to the following documentation and try to achieve your request with JavaScript.

    Extend marketing forms using code (Dynamics 365 Marketing Developer Guide) | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Raghu B1 Profile Picture
    10 on at

    Hello Nya, Thanks for responding, I believe the link you shared is masking the options set but here we are using the lookup so I think it won't work in my scenario.

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Tom_Gioielli Profile Picture

Liquid error: Object of type 'Adxstudio.Xrm.Web.Mvc.Liquid.EntityReferenceDrop' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Tom_Gioielli 58 Super User 2026 Season 1

#2
Eugen Podkorytov Profile Picture

Liquid error: Object of type 'Adxstudio.Xrm.Web.Mvc.Liquid.EntityReferenceDrop' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Eugen Podkorytov 49

#3
Fiona_Tiernan Profile Picture

Liquid error: Object of type 'Adxstudio.Xrm.Web.Mvc.Liquid.EntityReferenceDrop' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Liquid error: Object of type 'System.Boolean' cannot be converted to type 'System.String'. Fiona_Tiernan 22 Moderator

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