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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Linking fields to a li...
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Suggested answer

Linking fields to a list that I can add a first name and surname of users only specific to those fields

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Posted on by rodzmaz81 82

Hi All 

I have two look up fields leader and support that I created using data type look up . I also have tried using the customer datatype 

I want on the form to be able to click on the form and look up a list for leaders only and be able to add more if required everything i pull and see must be soecific to tha that list. I tried to create a view but  it keeps on taking me to the default account or contact list but i don't want that.

any ideas of how i can easily do this 

Like below  i want to see only my leader list which will be just a name and surname as Iam adding I will have a full list of leaders.

The same with support the support field it must have its own list

pastedimage1616583451819v1.png

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Linking fields to a list that I can add a first name and surname of users only specific to those fields

    Hi partner,

    You mean, you only want to make the list of lookup fields for Lead show the names and not the other fields, right?

    If so, please refer to the following steps.

    1. First of all, the Target Record Type of the Lead lookup field must be Lead. If not, you have to delete the original field and create a new Lead lookup field.

    pastedimage1616662168047v1.png

    2. Then add the Lead lookup field on the form, edit the properties of the Lead lookup field and remember its default view.

    pastedimage1616662716039v2.png

    3. Edit the default view of the Lead lookup field.

    pastedimage1616662817816v3.png

    Then move the name and surname fields to the first two columns. Save, publish all customizations.

    pastedimage1616662906027v4.png

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