Business Process Flow User Lookup Does Not Allow Custom Lookup View

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Posted on by Himani Mehta

Hi everyone,

I have a custom lookup field that references the System User table. On the main form, I have configured a custom lookup view that filters and displays only users with a specific position. This works as expected when selecting the lookup value from the form.

However, when I add the same lookup field to a Business Process Flow (BPF) stage, I don't see an option to select the custom lookup view. Instead, the lookup displays all active users.

Is there any supported way to configure a lookup field in a Business Process Flow to use a custom lookup view or apply the same filtering as on the form?

If not, what is the recommended approach to restrict the users displayed in a BPF lookup?

Any guidance or best practices would be greatly appreciated. Thanks!

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Microsoft Dynamics CRM

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