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Microsoft Dynamics CRM (Archived)

How to set Lookup filter and default lookup

Posted on by 310

Hello Sir,

I have Department Form ,

in this department form I have Account lookup field for Account and Contact lookup field for Contact,

I create and apply filtering 

related.png

related2.png

it works .

But my question is  , if you click "New" 

related3.png

it should be the Current Account Parent to be populated for that Contact form

related4.png

Please help

*This post is locked for comments

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: How to set Lookup filter and default lookup

    Hi Manoj,

    We cannot change the behaviour of New button but there is a presearch event there you can add filters to the records that needs to be displayed in the view.

    go thorough the example that may help you - docs.microsoft.com/.../addcustomfilter

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to set Lookup filter and default lookup

    Hi Manoj ,

    Unfortunately there is no supported way to change this behavior.

  • Suggested answer
    JMu Profile Picture
    JMu 50 on at
    RE: How to set Lookup filter and default lookup

    If I understood correctly the user has already set the Account on for the Department and you want this account to be populated for the new contact?

    Then edit the relationship between department and contact and add new mapping. Source field is department.account and target field contact.account)

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