Look up field filter

(0) Share

Report

Posted on by Shashank961

I have a search field on the form and when you click on look up more records a look up records window opens up. in the look for tab i want to apply a filter where users only see a single option. How can i do that??

Please suggest asap

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

Mahadeo Matre 17,021 on at

Like (0)

Report

Hi,

You need set View selector = off in lookup fields property and select required view.

community.dynamics.com/.../how-to-filter-lookups-by-related-records-in-dynamics-365

If you need to add some more fillers than existing system view filters, then you need to add custom filter to lookup.

www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

dynamicsforbusiness.blogspot.com/.../dynamics-crm-native-lookup-with-filtered-view.html

community.dynamics.com/.../more-adventures-in-pre-filtering-customer-lookup-fields-dynamics-crm-dynamics-365-for-enterprise

hope this will help ..

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report
Hi Shashank,

To make it clear , In the lookup More options there is three options-

1 - Look For

This is for entities which are associated with the lookup. Let say if you are clicking on more records for customer lookup you will see two options Contacts and Account as customer lookup is multi entity lookup. You can not change this behavior , for that you need to create single entity lookup.

2- Look In

Display the views which has been set in the lookup field properties.

There is two options when you go to lookup field properties by double click on lookup field -

- Default View

You need to select which view you want to display, you can apply filter criteria for that view to show the record.

- View Selector

Make sure you choose "Off" so that except the Default view , none of the views will show in the look in criteria.

3- Search

You can search by field value .

On top of above filter criteria(Mainly point 2 ) you need to add custom filter using JavaScript in the form load where the actual data filter will be apply.

function OnloadForm() { Xrm.Page.getControl("nfs_project").addPreSearch(addFilter); // Replace the lookup field name } function addFilter() { var filter = "<filter type='and'><condition attribute='msdyn_istemplate' operator='eq' value='1' /></filter>"; // Add condition like this Xrm.Page.getControl("nfs_project").addCustomFilter(filter); //Replace the filed name }

Hope this helps.

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

Hi,

The simple (no code) way is to create a view which returns only the record you want to show and then under the lookup properties, select that view as the default view and set the view filter to Off.

Hope this helps.

Was this reply helpful? Yes No
Shashank961 40 on at

Like (0)

Report

it is a managed form so i cannot apply filters. I need to use JS i think

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

Did you try changing the field properties as suggested. Managed doesn't always means that you can't customize it, it depends upon the managed properties. I would suggest to try the above suggest and share the outcome.

Hope this help

Was this reply helpful? Yes No