Populating lookup field in marketing form with data from custom entity

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Posted on by TGT

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I have a marketing form that has a lookup field to a custom entity of schools. Its just a list of School Names.
The form works but the lookup field does not populate any data and does not respond when entering text. Normally it would suggest hits while typing in the field.
If i publish a lookup filed to i.ex. a Company or any standard entity it works perfectly on the same form. My School lookup field is still unresponsive.
Starting to wonder if this is a bug or if custom entities are unsupported in form lookup fields.

Does anyone else have the same problem? Using D365 wave 2, 2019.
Any tips much appreciated

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cloflyMao 25,210 on at

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Hi Thomas,

As the first marked answer said in the thread below, have you set the custom entity organizational level accessibility?(Assign the privilege to Marketing Service User.)

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/381518/use-a-country-lookup-on-a-marketing-form

Regards,

Clofly

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TGT 135 on at

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Yes, i have set the custom entity as per. your recommendation. Still dead lookup field...

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cloflyMao 25,210 on at

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Hi Thomas,

Sorry I missed 's' for "Marketing Services User" when typing my answer.

Please try these steps to make form lookup field could work:

1. Change the form-loader.js to 1.59.1039.0(?v=1.59.1039.0)

https://mktdplp102cdn.azureedge.net/public/latest/js/loader.js?v=1.59.1039.0

2. Update your marketing application to latest version.

3. Enable the relevance search on the entity in the solutions and activate it in the system settings.

(2 & 3 are summed up from final reply in the thread.)

Regards,

Clofly

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TGT 135 on at

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changing the form loader did not help

Enabling relevance search on the intity and activate it in the system settings also did not help

Updating is not possible at the moment because of other dependencies that need testing first.

Any other tips, or must we just wait for testing and updating ?

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cloflyMao 25,210 on at

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Hi Thomas,

What's the version of your marketing application? Mine is 1.35.10059.1039 and lookup form field works.

Could you try follow steps:

Firstly, have you published all customizations when selected Skole entity for relevance search?

Secondly, please check whether a datalist element for lookup field is actually generated, with browser inspector.

If the hidden element has been actually created, then type some keywords in lookup input field to check whether any options could display.

By default, lookup field won't display any options, even if we focus cursor in it.

e.g:

There are 5 custom country entity records in my marketing app:

If I type 'a' in the field, nothing happens, because there is no country name starts with 'a'.

Only when I type 'c', then countries which contain 'c' character display.

So try to type some keywords that could match existing records in Marketing app to make options appear.

Regards,

Clofly

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TGT 135 on at

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I can confirm that we are on the same marketing version.

The datalist element is generated but as i can see in your code it also contain data values. In mine the data-values are missing:

i have activated relevance search for the entity in system and enabled the entity data for relevance search on the entity.

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TGT 135 on at

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I double checked everything and what do you know - relevance search for the Skole entity was somehow not enabled.

Added it to the relevance list and now it works.

At least i learned something during this process. Thanks all for the feedback.

Case closed

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cloflyMao 25,210 on at

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Hi Thomas,

It is glad that your problem has been solved.

Please feel free to ask any question.

Regards,

Clofly

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