check text value of lookup field

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Hi all

In CRM 2013 we use the case entity and I have a field case number

with lookups I want to just display the case number in the lookup and not the title which appears to be the default of the case lookup view in CRM

I can search by case number and that is what i want but overall the lookup field displays the title and I would like it to display the case number because that is how my clients like it already from the system we are migrating

How do i do this, JavaScript? or mess with the lookup settings

can someone post an example of what i need to do

Thanks

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razdynamics 17,308 User Group Leader on at

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Hi Lucky

The Lookup text always displays the Primary Key of the related entity, one approach is to Use a Web Resource JS to display a field in the LookUp display which is not a PrimaryNameField such as Displaying case number in the display field instead of the Name

The JS should Extract the CaseId from the Lookup. Query this from the Case entity using the SOAP message. Extract the caseNo field value then create a new look up object having the CaseNo field value in the display name and assign this to the lookup.

Someone has already posted sample code here to help you;

community.dynamics.com/.../136580

Best Wishes, Raz

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TomSmelser 1,570 on at

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Raz,

If you dont need the name you could just create a worklow on save of case to either replace name with case number or change name to prefix it with case number. Either of these would result in number appearing in lookup.

Best regards,

Tom

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Community Member on at

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Raz your solution is great however a javascript error was occuring once the field was populated with the number causing the field to disappear (how strange) so i used js and a odata call to get the case number and display it in a seperate field along with the case title for reference and that worked just as well

Thank you!

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