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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Accounts
Microsoft Dynamics CRM (Archived)

Accounts

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Posted on by Community Member Microsoft Employee

I'm getting a request to break out our 'Industries' in two fields: Industry and Sub-Industry.  When a use chooses one of the industry they want me to display the 'Sub-Industry for that particular industry.  Examples below:

Field Description/Text
Industry Agriculture & Mining
Sub-Industry   Farming and Ranching
Sub-Industry   Fishing, Hunting and Trapping
Sub-Industry   Forestry and Logging
Sub-Industry   Mining and Quarrying
Sub-Industry   Agriculture & Mining Other
Industry Business Services
Sub-Industry   Accounting and Tax Preparation
Sub-Industry   Advertising, Marketing and PR
Sub-Industry   Facilities Management
Sub-Industry   HR and Recruiting Services
Sub-Industry   Data and Records Management
Sub-Industry   Legal Services
Sub-Industry   Management Consulting
Sub-Industry   Sales Services
Sub-Industry   Security Services
Sub-Industry   Payroll Services
Sub-Industry   Business Services Other

What would be the best way of handling this request/update?

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Accounts

    I think this can be done using dependent lookups as well.

    www.powerobjects.com/.../how-to-use-dependent-lookups-for-dynamics-crm-201320152016

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,692 on at
    RE: Accounts

    Hi Dan,

    If I understand, you have two lookup fields, and the value from the first one determines what's available in the second (like a country drop down and state drop down, where you can only select a state for that country).

    If that's the case, you want to write javascript on your form to add a custom filter to the lookup (documentation: msdn.microsoft.com/.../gg334266.aspx)

    When the form loads, if Industry is set then apply the filter to sub-industry. On change of the industry, apply the filter for the newly selected industry.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

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