Microsoft Dynamics CRM (Archived)

Make Standard Lookup field Filtered??

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Posted on by Junior Consultant

Is it possible to actually filter a standard lookup field so that it only shows a certain view on a form.

I know its possible on Custom entities.

Thanks in advance.

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ThomasN 3,190 on at

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RE: Make Standard Lookup field Filtered??

Wayne is right, you can't adjust the customer field. You can remove customer and replace with ParentContact and ParentAccount fields. Then create a business rule that makes one of them disappear if the other contains data. With that you could configure the lookups to limit views.

Let me know if this helps.
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Wayne Walton 13,726 on at

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RE: Make Standard Lookup field Filtered??

The Customer is a special kind of lookup, because it looks at both Accounts and Contacts at the same time. Filters won't work on it like it can even on other out-of-the-box fields because of its special behavior.
Junior Consultant on at

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RE: Make Standard Lookup field Filtered??

Alright man, thing is the field Im dealing with is actually the Customer(customerid) and here is the photo, I just cannot influence the default view for this specific field. And seems only javascript might do it but my requirement is just standard method which does not involve code.
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ThomasN 3,190 on at

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RE: Make Standard Lookup field Filtered??

Hi Junior, thanks for reaching out.

You can set a lookup on a form to filter based off another related lookup like only show contacts that have a company name matching the customer account lookup.

Also under additional properties on the lookup properties when editing a form you can select which views are displayed. That will lock down to one.

Let me know if this helps.