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Microsoft Dynamics 365 | Integration, Dataverse...
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Only New Records on Lookup

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Posted on by 85

Hello,

I have a scenario where I don't want a user to be able to select existing records on a look-up. Ideally I'd like it to go straight to a quick create where they will create the new record to be set when clicking into the look-up, or at least prevent searching and being able to select an existing record, Supported or unsupported I'm interested if anyone has any solutions for this.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Only New Records on Lookup

    Hi Fred,

    We can create a new view which has no records, then apply the new view to the lookup field on the form.

    Let me take the Parent Account lookup field on the Account form as an example.

    Step 1. Create a new view.

    pastedimage1618561618440v1.png

    Edit Filter Criteria, set a condition that always be false.

    pastedimage1618561716611v2.png

    Step 2. Edit the mian form, chanege properties of the lookup field, then check Disable most recently used items for this field, select the new view as Default View, and select Off for View Selector.

    pastedimage1618561801077v3.png    pastedimage1618561864803v4.png

    This way, users cannot search any record in this lookup field, so they have to create new record.

    pastedimage1618562000737v5.png

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