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Customer experience | Sales, Customer Insights,...
Suggested Answer

Why my Form field and Data Step Field behave differently?

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On my form I have a field 'Account'. For my Accounts table, I have a view called Active Accounts that has records for Accounts whose Status is 'Active'. I have selected only this view for the Account field on my form, and deselected 'Show all views' option.

On my business process flow stage, I have a data step for Account. On the form, the field lists only Account names that are active when i click on the input field. But, on the Data Step of my business process flow, I can see all the Accounts. And, when i click on 'All Records' I can also see view that I have not selected.

I want to be able to see only Active Accounts on the data step field.

  • Suggested answer
    shivaram Profile Picture
    3,315 on at

    Hi,

    In BPF there is no Filter will be applicable by default, you can achieve using JavaScript. by default filter will not applicable in Data Step.

    Please have a look to achieve this using JavaScript here.

    blog.magnetismsolutions.com/.../how-to-filter-lookups-in-a-dynamics-365-business-process-flow

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