How do I filter User Lookup field based on the users being a member of a specific team in a model-driven app?

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Posted on by Junius01

Hello everyone

I have a user Lookup field on my Account entity. I have a model-driven app with the Account main form having this lookup field on it.
Currently, all users in the database are shown. However, I only want to show the users that are part of a specific team (named "Account managers").

We write our scripts in Typescript and add the generated javascript code to my solution using XrmToolbox.
I have already made filters based on properties, but never based on relations.

The Typescript code I'm currently using looks like this:

This code gets executed on the OnLoad event of the form. This code doesn't work.
The relation between a user and team has not been customized. Does anyone know how to filter correctly on team?

This seems like it would be something many developers may have had to do already in the past, which is why I'm asking here.

Thanks in advance.

Junius

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Guido Preite 54,084 Moderator on at

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RE: How do I filter User Lookup field based on the users being a member of a specific team in a model-driven app?

if you need to filter by team why you filter by businessunitid (that points to Business Unit)? create the filter fetchxml with FetchXML Builder first and check if you are able to retrieve the correct data, after apply the filter to the script

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Haig Liu Microsoft Employee on at

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RE: How do I filter User Lookup field based on the users being a member of a specific team in a model-driven app?

Hi Junius01,

Have you tried out-of-the-box functionality?

For example, you can customize the default view for the lookup column and then uncheck that the "Allow users to change view":

You can also create a new lookup view: https://www.forvis.com/article/2022/10/customize-lookup-views-in-microsoft-dynamics-365-crm

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Junius01 53 on at

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RE: How do I filter User Lookup field based on the users being a member of a specific team in a model-driven app?

Thank you for your response. I have taken your idea, and instead made a custom view in the interface (rather than using code to create one), and used that similarly to how you showed me how I could use the user lookup view.

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