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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / filter the default loo...
Finance | Project Operations, Human Resources, ...
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filter the default lookup based on the company in other lookup

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Posted on by Viswanath M 114
I have a business need creating the new form with new custom DataSource contains item, site and warehouse field with relationship to corresponding tables.
Now, I need filter those item, site and warehouse lookup field based on the company which select from other lookup field in the form. without changing the default lookup of the item field.
  • Martin Dráb Profile Picture
    Martin Dráb 234,031 Most Valuable Professional on at
    filter the default lookup based on the company in other lookup
    But you need to identify the other company. Does it mean that your table contains the standard DataAreaId field, identifying where it's stored, and and additional custom field identifying the company that the data is actually about?
     
    It would help a lot if you described your table and I didn't have to interrogate you. If you make it hard for us to help you, you'll get a solution later or not at all.
  • Viswanath M Profile Picture
    Viswanath M 114 on at
    filter the default lookup based on the company in other lookup
    NO,I need the table which properties is save data per company = YES. I have the field company and need to filter all those other fields based on the company lookup.
  • Martin Dráb Profile Picture
    Martin Dráb 234,031 Most Valuable Professional on at
    filter the default lookup based on the company in other lookup
    All right, so you have a table. Now please react to the rest of my previous reply.
  • Viswanath M Profile Picture
    Viswanath M 114 on at
    filter the default lookup based on the company in other lookup
    I have already created the table and add the field. 
  • Martin Dráb Profile Picture
    Martin Dráb 234,031 Most Valuable Professional on at
    filter the default lookup based on the company in other lookup
    We need to define the data model (table) before visualization (forms).
     
    You said you wanted a new custom data source, which probably means that you want a new table. You said it would have item, site and warehouse fields (not other inventory dimensions such as color or batch). You also mentioned that you'll be be able to select items, sites and warehouses from other companies based on a company selection. My understanding is that you need a table with Save Data Per Company = No and you'll add a fourth field to identify the company. Do you agree?

    What is your version of AX?

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