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Customer experience | Sales, Customer Insights,...
Answered

Filter Lookup based on Numeric Field

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Posted on by 15

Hi experts,

I am trying to filter a lookup field based on the value the user inputs in another field, see below:

pastedimage1650988143376v1.png

So if the amount entered is less than a certain amount, only certain values show up in the Delegated Authority field. If values fall between a certain range, other values that fit the criteria will be filtered etc.

Thank you

I have the same question (0)
  • Suggested answer
    Yoshika Suzuki Profile Picture
    Microsoft Employee on at

    Is it possible to create a conditional view and specify it as a lookup view?

  • Verified answer
    Bipin D365 Profile Picture
    28,995 Moderator on at

    Hi,

    You can try below javascript code.

    carldesouza.com/.../

    You will need to have numeric field created in your target lookup entity for conditional logic.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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