Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Set view as lookup filed
Microsoft Dynamics CRM (Archived)

Set view as lookup filed

(0) ShareShare
ReportReport
Posted on by Community Member

Hi

I want to create a lookup field with "View" type, but it is not available in lookup list to select. 

Would you help me please ? 

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Set view as lookup filed

    you can select Wall View from the Entity list for getting the list of Views.

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Set view as lookup filed

    Hi,

    If you want to implement something like that then you will have to make the configuration in some HTML component (like in the original tool) because you will not be able to add lookup of View.

  • Community Member Profile Picture
    Community Member on at
    RE: Set view as lookup filed

    There was a solution "rolebasedviews.codeplex.com" that restricts access to views based on security  role. This does not apply to 2015, I mean I could not able to import it. So I Tried to implement a solution like this. I created an entity to hold Security Role and View fields. But When Wanted to create a lookup field of "View" type it was not available there to pick up. 

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Set view as lookup filed

    Hi,

    You can't create lookup with type "View". What was your initial business requirement? Maybe we can give you some workaround?

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,076 on at
    RE: Set view as lookup filed

    Hi,

    Have you referred the thread below.

    community.dynamics.com/.../152156

    It says that we can retrieve all the views related to an entity and shown them in an optionset.

  • Community Member Profile Picture
    Community Member on at
    RE: Set view as lookup filed

    Does it the actually the "View" ? As I described in my previous repose, I want to restrict View access by security role using a Custom Entity.

  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,076 on at
    RE: Set view as lookup filed

    Hi Babak Fakhriloo,

    There is an entity called WallView with logical name msdyn_wallsavedquery. This can be used in lookup field.

  • Community Member Profile Picture
    Community Member on at
    RE: Set view as lookup filed

    Hi Aiden

    I want a lookup field that a user can select a view, like a contact lookup field that it lists contacts and you select one from the list.

    But in the designer of lookup of field type, there is no type for "View".

    Actually I am creating a Custom entity which has two fields, The Security Role and A View Name.

    Best Regards

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,694 on at
    RE: Set view as lookup filed

    Hi Babak,

    I'm a little confused what you're looking for. On a form, you can have a lookup to another record, or you have have a subgrid, which is a view of related records. Do you want a lookup where you can select from a view? You would want to create a N:1 relationship from your customizations section and add the new field to your form. If that's not what you're looking for, let me know and I'll try to help.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,432 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans