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Model Driven - Lookup Field Search Limit?

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Posted on by mykedeabreu

I have a lookup field where users can Search for an existing record from Entity A to create a new record on another Entity B:

When I search within this field it seems to only allow me to search by Entity A's Unique ID field only. I would like to search different columns - is there a place I can specify what column(s) to search? The users wont know the unique key.

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meelamri 13,216 User Group Leader on at

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RE: Model Driven - Lookup Field Search Limit?

Hi,

The Find columns are defined in the related entity’s Quick Find View. Please refer to this blog:

community.dynamics.com/.../lookup_2d00_multiple_2d00_field_2d00_search

The blog is quite old and uses an oldest CRM version, but this is not a problem, it will also work on the unified interface

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Torrado 1,270 on at

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RE: Model Driven - Lookup Field Search Limit?

Hello Myke,

When entering a value into a lookup field, a search is carried out on the related item’s data using the Find columns defined in the related Entity’s Quick Find View.

In your case, you would need to add the fields to the Entity A's Quick Find View > Add Find Columns.

You can follow the steps described in this article: https://powerobjects.com/dynamics-365/lookup-and-search-views/

Hope this helps you.

Please mark the answer as verified if helpful.

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Anthony Dong on at

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RE: Model Driven - Lookup Field Search Limit?

you need to use Quick Find View to filter the data docs.microsoft.com/.../configure-quick-find

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mykedeabreu 99 on at

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RE: Model Driven - Lookup Field Search Limit?

Hi Mehdi - I am able to setup the additional columns to search. However, I cannot select the quick find view as the view for this lookup column. It does not show up in the list of views and it is activated.

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meelamri 13,216 User Group Leader on at

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RE: Model Driven - Lookup Field Search Limit?

Hi,

Yes, it's by design. By default, the additional columns to search will be applied in your lookup column.

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mykedeabreu 99 on at

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RE: Model Driven - Lookup Field Search Limit?

So if I add the columns to the quick find - it will allow me to search by those columns on the other views?

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meelamri 13,216 User Group Leader on at

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RE: Model Driven - Lookup Field Search Limit?

Yes !!

"When entering a value into a lookup field and the button or lookup icon is pressed, a search is carried out on the related item’s data using the Find columns defined in the related entity’s Quick Find View." - powerobjects

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mykedeabreu 99 on at

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RE: Model Driven - Lookup Field Search Limit?

That does not seem to work for me.

Here I see Velocity Media just by browsing

Now I Search for it

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meelamri 13,216 User Group Leader on at

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RE: Model Driven - Lookup Field Search Limit?

Hi,

I don't have a logical answer to this issue. Maybe Wahaj Rashid can give an appropriate answer.

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EG-20021342-0 13 on at

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Model Driven - Lookup Field Search Limit?

To allow search by different columns in a Model-Driven App, you need to configure the Quick Find View for the entity:

Navigate to your Dataverse Table

Open the Views section and find Quick Find Active [Entity Name].

Click Edit and under Find By, add the necessary columns you want to include in the search.

Save and Publish the changes.

After this, your lookup search should work based on the specified columns.

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