Skip to main content

Notifications

Microsoft Dynamics CRM forum
Suggested answer

Why my Form field and Data Step Field behave differently?

Posted on by 5

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
    shivaram 3,315 on at
    RE: Why my Form field and Data Step Field behave differently?

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,522 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,441 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans