Hi Margaret,
Is your profile page means below ?
If so, that depends on what your environment is.
If your enviro is OP, then you could access the aspx page and add liquid statement on the page.
If your enviro is Online, you may had found that the profile page source code is not accessible because its page type is Rewrite type(some specific pages in ADX portal) compared with Web Template type,
thus we couldn't write code directly on the profile page.
Here is my workaround, you could take it as reference:
1. Create an Entity List for your lookup related entity, then enable its OData Feed option,
it will create a public accessible dataset for your specifc entity, just like Web API, and the result is based on the selected View criteria.
Please read following article for how it works:
https://community.dynamics.com/crm/b/crminogic/posts/retrieve-dynamics-365-crm-data-in-portal-by-calling-odata-using-javascript
2. Create a global js function to detect whether the current page is Profile page,
for me, I add the detection function in Header web template, because its a global web page,
our function will be fired when the path contains Profile.
3. Hide default lookup button, and call the previous OData dataset with Ajax,
render result on page.
4. Set the lookup field value with function below, its similar to set lookup field value in CRM.
$('#logicalname').attr('value', id);
$('#logicalname_name').attr('value', name);
$('#logicalname_entityname').attr('value', entityName);
5. Full code:
var path = location.pathname;
if (path.indexOf('profile') > -1) {
var url = "../_odata/openAccounts";
$.ajax({
type: "GET",
url: url,
dataType: 'json'
}).done(function(json) {
$('fieldset:eq(1)').after('<div id="accountlist"></div>');
$('.launchentitylookup').hide();
for (var i = 0; i < json.value.length; i++) {
$('#accountlist').append('<div data-id=' + json.value[i].accountid + ' class="account-item">' + json.value[i].name + '</div>');
}
$(".account-item").css({ "border": "1px solid black", "padding": "15px" });
$(".account-item").on('click', function() {
var id = $(this).attr('data-id');
var name = $(this).text();
var entityName = 'account';
$('#parentcustomerid').attr('value', id);
$('#parentcustomerid_name').attr('value', name);
$('#parentcustomerid_entityname').attr('value', entityName);
})
})
}
6. It seems that there is no jQuery library on Profile page, we could add it in Header source code.
7. Final result:
your user could only select rendered list item
Note:
1. You may need to pagination the result.
2. You may need to make customization CSS for rendered result.
3. Full logic should be completed with JS.
Regards,
Clofly
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