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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.

  • mkisel Profile Picture
    mkisel on at
    RE: Provide lookup filter to show only non related records

    Mohan, you should post your question in a Dynamics 365 General Forum. This is a forum for Dynamics 365 Product Insights

    7651.pastedimage1571407505402v1.png

  • MohanJana Profile Picture
    MohanJana 25 on at
    RE: Provide lookup filter to show only non related records

    Hello Michael,

    I have Used MS Dynamics 365 8.2 version.

    To elaborate more about the issue, Let say 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  i want to filter the lookup field values(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?

    please let me know if anything else you want me to explain.

    3007.Untitled.png

  • mkisel Profile Picture
    mkisel on at
    RE: Provide lookup filter to show only non related records

    Hello, Mohan,

    Could you please provide a bit more context as to which product/component you are using?

    Michael.

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