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Answered

Retrieve the related records value in lookup

Posted on by 5,005

Hi,

TIA

Any suggestions will be marked as verified soon

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  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Retrieve the related records value in lookup

    Can any one h

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Retrieve the related records value in lookup

    For sales office v

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Retrieve the related records value in lookup

    Hello @everyo

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Retrieve the related records value in lookup

    It should be sales office show all views right

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Retrieve the related records value in lookup

    Hi,

    You can select to show all views:

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Retrieve the related records value in lookup

       

    Leah Ju what should be in additional properties is this screen 3 correct?

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Retrieve the related records value in lookup

    Hi Partner,

    1.Go to Settings > Customizations > Customize the system > Entities > A entity.

    2.Open the main form of A entity, find and double-click the sales office lookup field, change its properties.

    3.Find 'Related Records Filtering' section, Click the checkbox, and select to 'only show records where':

    --in your scenario: where sales organization(A entity) contains parent(terriorty)

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Retrieve the related records value in lookup

    can you please give me the steps soon so that it will be helpful a lot

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Retrieve the related records value in lookup

    Hi sandeepc,

    Are you trying to automatically populate test6/6 records into sales office?

    But you can select same org to populate parent field on multiple territory records, which means that one sales organization has many corresponding territory records.

    So you can use the method I provided in the first answer, where when you select a sales organization, the corresponding multiple district records will be listed under the "Sales Office" lookup query.

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Retrieve the related records value in lookup

    screen 2

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