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Lookup Filter on 'Work Order Product'.Product: Show only products from Price List

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Posted on by moko33

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We're having a requirement to filter the Product lookup on Work Order Product down to those Products that have a Price List Item associated with the Work Order Products Price List.

(Same requirement as here (from 2018): https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/270933/addcustomfilter-not-working-as-expected-neither-in-line-nor-lookup )

When using the "standard way" to create such a Java Script filter we're getting "0x80072500 Invalid URI: The Uri string is too long" because the API call retrieves too many values (too many Products).

According to MS support there is a different behavior between classic UI and UCI.

We've tried with batch also but that didn't work neither.

Has anyone an idea how this can be solved?

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moko33 1,788 on at

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RE: Lookup Filter on 'Work Order Product'.Product: Show only products from Price List

Hi Thomas, thanks for your suggestion. A new simple lookup field wouldn't be enough to get the filter functionality of a Price List Item as in sales module.

But a new n:n relationship between Product and Price List with one entry per Price List Item does the filtering job.

So we decided to solve that with a mixture of several Flows, Work Flow and a additional custom entity. So that for each Price List Item one n:n record is created and, this is where it gets more tricky, on delete of a Price List Item, this n:n record gets deleted as well..

Surely you could add a plugin here to have a less complicated processing and fewer API calls.
I was wondering whether there is a more economic solution / best practice to not have to replicate all these relationships.
Thomas David Dayman 11,323 on at

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RE: Lookup Filter on 'Work Order Product'.Product: Show only products from Price List

Is it possible for you to acheive this with OOB filtering without JavaScript? Maybe by populating a field on the wop form so you can filter the products without using code.