Lookup field vs Dropdownlist

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I have a custom entity named as Company with only one field Company_Name. Only Data Administrator role can add a Company record.

In other entity form, a Company Dropdownlist with sorted entries from the Company entity is to be formed for user to select a Company Name. Please advise on how to form such a Dropdownlist.

Lookup field is an option to me but it provides user with capability to add new Company record, can this be disabled?

Regards

Tiong

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Mahendar Pal 45,095 on at

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Hi Tiong,

You can do this through js code or you can develop a html web resource for this where you can show all of your company names ( you can write Odata query to read all company names) under dropdown so that user can select it.

Check this:mahenderpal.wordpress.com/.../get-customer-address-in-sales-entities-using-html-web-resource

mscrmblogger.com/.../crm-2011-making-the-state-field-a-drop-down

Thanks

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Community Member on at

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Thank you. It works.

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Sorry,

I just discover that your proposed solution is limited to the maximum of 50 records. How to overcome this limitation?

Thank you

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Sorry,

I just discover that your proposed solution is limited to 50 records. How to go beyond to this limit?

Thanks.

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Mahendar Pal 45,095 on at

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No, It's not limited to 50 records only, but it OData brings 50 records per page, so if you have more then 50 records you need to retrieve all the pages, you can check for more pages using _next . So you need to modify code little bit.

Check these sample it will help you:

www.xrmlabs.com/.../How-to-retrieve-more-than-50-records-through-OData-in-CRM-2011.

congruentdynamics.blogspot.ae/.../retrieving-more-than-50-record-using.html

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Hi Tiong,

if the user has no right to create the company record, then it shuold be OK anyway, right ?

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Hamzeh Zawahreh 3,674 on at

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dear Tiong

you can do this according to your requirement without adding any html code.

you said only admin can add company name, so other security role must not have privilege to add in this entity so the users can't add records.

ok

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Thank you. Fixed my code.

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Can I use the said dropdownlist in CRM View, so that user can select a Company entry from it and used as a filtering criteria in the View?

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Mahendar Pal 45,095 on at

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Assuming you are referring sub grid, so yes you can do that, you can use Java script to filter it using fetchxml based on company selection, Check below post it will help you

mahadeomatre.blogspot.ae/.../dynamically-filter-form-sub-grid-to.html

Thanks

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