web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

"Related records filtering" in Business Process Flow

(0) ShareShare
ReportReport
Posted on by 870

Hi,

Apparently it is not possible to use "Related records filtering" on lookup fields in business process flows.

Did I miss stg or do I have to log a suggestion on ms connect?

Thx!

*This post is locked for comments

I have the same question (0)
  • Verified answer
    jlattimer Profile Picture
    24,562 on at
    RE: "Related records filtering" in Business Process Flow

    I don't think you missed anything - even with the look up on the form and filtering enabled the field in the business process doesn't appear to honor it. I'd log it on Connect.

  • Suggested answer
    mscrmba Profile Picture
    on at
    RE: "Related records filtering" in Business Process Flow

    You could try this:

    community.dynamics.com/.../how-to-apply-script-on-header-fields-and-bpf-fields.aspx

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

#3
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans