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Changed Advanced Lookup (default)

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Posted on by Cpmt1977

Currently when using the Advanced Lookup for a Serial Number (Customer Asset) on Work Order form the default view is Customer Assets related to account (default)

How can I change the default to Active Serial Numbers.

Any suggestions appreciated

Thank you

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Community Member Microsoft Employee on at

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RE: Changed Advanced Lookup (default)

Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks.
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Community Member Microsoft Employee on at

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RE: Changed Advanced Lookup (default)

Hi Cpmt1977,

Go to Settings > Customizations > Customize the System, select one entity(Work Order in your scenario) and open the form editor.

Double-click the lookup field(Serial Number (Customer Asset) in your scenario) to open "Field Properties" dialog, then you can change the "Default View".

Save and publish.

Test:

Before:

After: