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Model Driven - Lookup Field Search Limit?

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Posted on by 95

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:

pastedimage1619197236577v1.png

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 Profile Picture
    meelamri 13,188 UG Leader on at
    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.

  • mykedeabreu Profile Picture
    mykedeabreu 95 on at
    RE: Model Driven - Lookup Field Search Limit?

    That does not seem to work for me.

    pastedimage1619468596212v1.png

    Here I see Velocity Media just by browsing

    pastedimage1619468723457v2.png

    Now I Search for it

    pastedimage1619468886541v3.png

  • meelamri Profile Picture
    meelamri 13,188 UG Leader on at
    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

  • mykedeabreu Profile Picture
    mykedeabreu 95 on at
    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?

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,188 UG Leader on at
    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.

  • mykedeabreu Profile Picture
    mykedeabreu 95 on at
    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.

    pastedimage1619406192405v3.png

    pastedimage1619406118798v2.png

  • Anthony Dong Profile Picture
    Anthony Dong on at
    RE: Model Driven - Lookup Field Search Limit?

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

  • Suggested answer
    Torrado Profile Picture
    Torrado 1,270 on at
    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.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,188 UG Leader on at
    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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