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Microsoft Dynamics CRM (Archived)

Set regarding lookup list view to a specific entity?

Posted on by Microsoft Employee

Hi,

How can I set the list view in the regarding lookup list view to a specific entity to limit the options for the users? - Normally based on the value of another field in the same form?

Many thanks in advance!

Regards,

Christopher

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Set regarding lookup list view to a specific entity?

    wlknsn_crm, once you will set the ObjectTypeCode hard in your code for one CRM oraganization, it can be, that it will not work in your target instance, since the ObjectTypeCode mustn't be the same.

    Regards, Karan

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Set regarding lookup list view to a specific entity?

    Try this script

    dmcrm.blogspot.com.au/.../set-regarding-lookup-default-entity.html

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Set regarding lookup list view to a specific entity?

    In addition ... it's the "look for" field I would like to change depending on other fields data.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Set regarding lookup list view to a specific entity?

    Hi Prashant,

    That looks promising, but only at instance level. I'm currently looking for a solution that can make it dependant from the entity you are in, or depending on a certain field.

    Is this possible? - Can perhaps some javascript set an onload event to select the regarding lookup view list? - That seems the easiest way, but no idea in terms of coding what to do. - Any ideas?

    Regards,

    Christopher

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

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