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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 13,206 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.
mykedeabreu 95 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
meelamri 13,206 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
mykedeabreu 95 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 13,206 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.
mykedeabreu 95 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.
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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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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meelamri 13,206 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