Lookup for Product Family not all the Products

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Posted on by waleedbinafzal

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Hi all,

I am a developer and new to Microsoft Dynamics CRM. I want to know that if it is possible to make a lookup for only Product Families in the product catalog? I want all the product families in the lookup not all the products. If someone can help or give suggestion?

Thanks.

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Thomas David Dayman 11,323 on at

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Hi,

You will need to create a new view to look at Product Families only.

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Verified answer

Shidin Haridas 3,499 on at

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Hi, this is possible through the following:

Approach 1:

1. Create a new view in CRM which shows only Product Families.

2. On your form, open up the lookup field properties by double-clicking on the form, then scroll down in the Display Tab.

Set the Default View to the newly created system view, and turn off other views.

Approach 2:

If this does not seem to satisfy the criteria, then you may have to implement a lookup filter on form load using addFilter.

What it does is puts a filter on the lookup field to show only select set of records.

See the link here: https://msdn.microsoft.com/en-us/library/gg334266.aspx#BKMK_lookupControlMethods

But this approach requires some knowledge of form scripting using JavaScript.

Cheers!

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