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Hi,
I am looking to restrict the 'To' field in emails, 'Required' field in Appointments and 'Call To' field in Phone calls. I want the lookup to only lookup Contacts or Users and not Accounts within the system.
Ideally the field should not allow any Accounts to be seen within the lookup when the users attempt to add a Contact to the call.
Thanks.
Hi Joshua,
Based on your description, you want to restrict some entities in the 'To' field of email, you can write js code to achieve it.
(1)addCustomFilter
Adds filters to the results displayed in the lookup. Each filter will be combined with any previously added filters as an AND condition.
addCustomFilter (Client API reference) in model-driven apps - Power Apps | Microsoft Docs
(2)setEntityTypes
Sets the types of tables allowed in the lookup control.
setEntityTypes (Client API reference) in model-driven apps - Power Apps | Microsoft Docs
You can refer the following links, which provides detailed js code:
To, Required and Call to fields in Emails, Appointments and Phone Calls entity respectively are special Field called "Activity Party". Data type Party List.
"An activity party represents another record (person or resource) that’s to be included in the activity. For example, it could be a contact, account, lead etc."
It should allow to add/remove any entity type, as this will be stored with its respective PartyObjectTypeCode.
You can use the below mentioned link:
Please mark this answer verified once the issue is resolved.
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