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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Intercept/replace the ...
Customer experience | Sales, Customer Insights,...
Suggested answer

Intercept/replace the New button click of lookup field?

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Posted on by Marina Karapetyan 76

Hello

How can I intercept/replace the New button click of lookup field?

Thanks.

  • Suggested answer
    David Pezzoli Profile Picture
    David Pezzoli 7 on at
    RE: Intercept/replace the New button click of lookup field?

    Hi Marina Karapetyan,

    as an alternative to PCFs, you can:

    1. add a Recommendation Action button on lookup field (column) using the JS command:  formContext.getControl(lookupfield).addNotification(notification) https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/addnotification
    2. inside command "notification" Object you can call an action on-demand using "actionCollection.actions": for example open a dialog form via navigateTo or call another action....Lookup-wit-recommendation.png
    3. hide the "+ new item record" lookup button (in order to avoid unwanted behavior lookup): 

    https://blog.magnetismsolutions.com/blog/jaredjohnson/2020/04/03/--toggling-the-new-button-in-inline-lookups-in-dynamics-365-

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Intercept/replace the New button click of lookup field?

    Hi Marina,

    D365 doesn't provide a way to customize the lookup control. So you won't be able to write JS on the + button in a supported way.

    However, You can always build a custom PCF Control and add your functionality there.

    Thanks,

    Prateek

  • Marina Karapetyan Profile Picture
    Marina Karapetyan 76 on at
    RE: Intercept/replace the New button click of lookup field?

    Hello Prateek,

    Thank you for your answer, but I want to write my own logic when click New button of lookup field.

    So, I am going to write JS and customise button or command. Is it possible ?

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Intercept/replace the New button click of lookup field?

    Hi Marina,

    You need to remove the 'Create' privilege from the users security role for lookup entity to hide the 'New' button.

    That is the only supported way.

    Thanks,

    Prateek

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