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Microsoft Dynamics CRM (Archived)

Dependent Lookups based on Option Set Value

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I need to change lookup field values based on values selected in an Option Set. I know that you can change a lookup field based on another lookup field value through OOB means, and I also know how to change option set values based on values selected in another option set (through SDK), but how do you change the look up field values based on an option set value selected?

For eg., I have an option set with values A & B. When the value A is selected, I want the lookup to show 'Contacts' options, and when option B is selected, I want it to show 'Users' options.

Any help would be highly appreciated. Thanks!

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  • Verified answer
    Wayne Walton Profile Picture
    13,730 on at

    You can't make custom compound lookups, other than Contact/Account lookups.  If you want to have a choice of Contacts or Users, you will need to have two separate lookups, and then use Business Rules to hide and show the correct lookup based on the Option Set selection.

  • Community Member Profile Picture
    on at

    Wow, dint think of such a simple OOB solution, thought I might have to include some complex JS code! Thank you so much Wayne, it worked!

  • Wayne Walton Profile Picture
    13,730 on at

    Glad that worked.  :)

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