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MSD 365 - Portal - Can we use filtered lookup in portal

Posted on by 437

Hi All,

I've Account lookup on Case from in CRM . We are filtering it on the basis of  some conditions using Javascripts.

For Ex :

  1. First time lookup will contain only "Level 1" records ( Lets say Account record where level is "L1" and Level is a custom field on account form)
  2. When user will open Account lookup first time, he can see only L1 records , he will select a record and will save the form
  3. When user will open Account lookup next time, he can see L1 , L2 level of records and then he can select L2 level of record and save form
  4. Again if he open Account  lookup , he can see L1,L2 and L3 level of records , select L3 and save form ( and so on.......... until the last level "Ln"

We have same lookup on Portal Case Form , where we need to implement same functionality . As we are aware , CRM form level custom code doesn't work on Portal form.

My question is , Can we implement the same thing on portal account lookup and how ? What could be the approach?

Can we change lookup view dynamically / programmatically in portal ?

Your help , suggestion and support will be really appreciable !!!!

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: MSD 365 - Portal - Can we use filtered lookup in portal

    Hi,

    There is no direct way of doing this, but you can look for this workaround (community.dynamics.com/.../custom-lookup-filtering-in-adx-crm-portal) and add/remove options based on your conditions using jquery.

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