Provide lookup filter to show only non related records

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Posted on by MohanJana

Hi,

I have three entities (eg: Entity A, Entity B, Entity C) which are having lookup field of another entity(Entity D). Now my requirement is, In the Entity A main form i want to filter the lookup field(entity D) to show only the records, which are not associated with any of these three entity records(Entity A, Entity B, Entity C). Is this possible?

If Yes, how?

Below table with sample data will explain more.

Entity A(Fields)	Entity B(Fields)	Entity C(Fields)	Entity D(Fields)
Name (single line text)	Name (single line text)	Name (single line text)	Name (single line text)
Item (lookup of Entity D)	Item (lookup of Entity D)	Item (lookup of Entity D)	Value (Option Set)

Now in the forms of Entity A or B or C, the lookup field should show only the records that are not associated with any of these three(Entity A, Entity B, Entity C) entity records.

Sample screenshot

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RaviKashyap 55,410 Moderator on at

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RE: Provide lookup filter to show only non related records

Hi,

This can be done by JavaScript (AddCustomFilter method) available in Dynamics 365. Refer below links-

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/addcustomfilter

https://www.magnetismsolutions.com/blog/nathaneccles/2013/09/30/crm-2013-javascript-lookup-filtering-using-addcustomfilter

http://missdynamicscrm.blogspot.com/2014/08/crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

Hope this helps.

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MohanJana 25 on at

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RE: Provide lookup filter to show only non related records

Hi Ravi,

Thanks for the suggestion, But in my case i can't write custom filter because in my Lookup entity(Entity D) i don't have any field to identity that the particular record is associated with any of the other entity records(Eg: in the entities A,B,C). I believe the custom filter can implement on the same entity fields.

correct me if i am wrong and please suggest me any other solutions, if available.

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RaviKashyap 55,410 Moderator on at

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RE: Provide lookup filter to show only non related records

Got it. Have you tried adding custom view?

docs.microsoft.com/.../addcustomview

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