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Look-up field filtering

Posted on by 70

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)

pastedimage1642641674801v1.png

Sub-division > Groups (working)

pastedimage1642641751248v2.png

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

  • Danny Vargas Profile Picture
    Danny Vargas 30 on at
    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.

  • Suggested answer
    J_C Profile Picture
    J_C 70 on at
    RE: Look-up field filtering

    Thanks Vipin,

    Related record property was exactly what I was missing!

    Legend

  • Verified answer
    Vipin J Profile Picture
    Vipin J 1,582 on at
    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

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