Problem with view-sorting on lookup field

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Posted on by Community Member

Hi everyone

I have a problem regarding a lookup field, where the view on the field isn't getting correctly sorted, regarding to the configured sorting i have on the view.
My lookup field is default set to use "Search Course for look up", and this view and sorting works just fine when I click "Look Up More Records", but the first 10 results does not sort regarding to the sorting of the view - It "Kind of"-does, but not quite.

Is it even possible to configure some kind of sorting on the first 10 results when searching in a lookup field, or is there just something wrong with the one i am using maybe?

Thanks!

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shennu 702 on at

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Nothing is wrong. As far as I know this is one of the limitation the lookup control. The lookup preview comes up before the "more records" link is clicked will not honour the configured sorting on the view. Been like this ever since the beginning... :)

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Community Member on at

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Okay, so there is just no way to control the sorting of the the lookup preview?

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Community Member on at

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Hi Sine,

This is a limitation, the lookup Top 10 results are not available for customization nor does it honor the sorting rules within the lookup view. The lookup view sorting is only applied when you choose to lookup more records.

There is a way that you could manipulate the top ten results through Jscript but it is not supported.

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Community Member on at

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Please have a look on the link

crmtipoftheday.com/.../sorting-lookup-field-quick-preview

Thanks

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Community Member on at

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Thanks Ridhima - I just found it myself after adding "preview" to my search criteria, that worked out better!

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Community Member on at

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Barry, do you have any link for this? :-)

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Community Member on at

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Hi Sine,

Here are a few examples:

www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter

I do want to reiterate that it is unsupported JScript, so while I say that is it possible via Jscript, I would not recommend it.

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gdas 50,091 Moderator on at

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Hello Sine ,

You can also check below reference -

https://arunpotti.wordpress.com/2017/05/31/how-to-customize-lookup-views-in-crm/

https://community.dynamics.com/crm/b/crmtipstricksnewstomaster/archive/2017/12/09/customize-lookup-views-in-microsoft-dynamics-365-crm

ledgeviewpartners.com/.../customize-lookup-views-in-dynamics-crm

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Jim Ashton 10 on at

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See https://community.dynamics.com/crm/f/117/t/156781 for a Javascript solution that will work.

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