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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Provide lookup filter ...
Microsoft Dynamics 365 | Integration, Dataverse...
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Provide lookup filter to show only non related records

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Posted on by MohanJana 25

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

pastedimage1571625616407v1.png

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Provide lookup filter to show only non related records

    Got it. Have you tried adding custom view?

    docs.microsoft.com/.../addcustomview

  • MohanJana Profile Picture
    MohanJana 25 on at
    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.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    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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