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Look-up field filtering

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Posted on by J_C

Hi all,

I've set up 3 custom entities (Division, sub-division, Group), these entities are industry verticals that break down the trade of a business. I believe i have set up the relationships correctly and created a look-up field in Sub-division and Group. (sub-division look up to Division, Group look up to Sub-division)

Essentially, when a user selects a Division, I want the sub-division options to be filtered based on the selected division.

Currently, I have a weird issue where Division is not filtering correctly to sub-division however sub-division is correctly filtering groups. (see images below)

Division > sub-division (not working)

Sub-division > Groups (working)

From what I can see, the setup is identical across all 3 entities.

Could anyone suggest what i could have done wrong, maybe in the relationship set-up or the form set-up? A checklist of things to do would be super helpful.

Thanks in advance.

CRM version : 2016 D365 CRM 9.0 on-prem

Categories:

Field Services

Administration and Setup

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Danny Vargas 30 on at

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RE: Look-up field filtering

Hi J_C

If this question is already fulfilled could you please select that is already answer?

Thanks in advance.
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J_C 70 on at

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RE: Look-up field filtering

Thanks Vipin,

Related record property was exactly what I was missing!

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Vipin J 1,582 on at

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RE: Look-up field filtering

Please verify the Show Related record property for Lookup in field property.

Refer here for searching across multiple tables : https://vjcity.blogspot.com/2021/07/how-to-search-in-multiple-table-from.html

How to stop showing recent records for lookup fields in UCI : https://vjcity.blogspot.com/2021/07/how-to-stop-showing-recent-records-for.html

How to search lookup based on other attribute in Dynamic CRM : https://vjcity.blogspot.com/2021/07/how-to-search-lookup-based-on-other.html