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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Trying to find Assign form location and query used to load

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Posted on by 467

Hi All,

I am working on Case management system in D365 Online

Once I open the case I can see "Assign" link on top of the case at Ribbon area.

Once I click on "Assign" I can see one popup opening with "Assign To", "User or Team" options.

Where can I find this actual form, How can I check what query is using to load "User or Team" lookup field.

Please help me with this.

Regards,

Babu

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  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    It uses User Lookup view from system User Entity and Team Lookup View from Team entity.

    So if you want to customize or filter records you should modify these views.

    Settings->Customization->Customize the system->Entity->Team/SystemUser->View

    Please mark my answer verified if i were helpful

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Babu,

    Instead of form, this component is actually "Assign" dialog, we can find it in Customizations > Dialog Boxes, however, as what we can see in the screenshot, the assign dialog is not customizable.

    pastedimage1602572247759v1.png

    You can check query of "User or Team" lookup field by:

    open console > network > xhr

    there are two queries are executed when data is being loaded.(Systemuser & Team)

    pastedimage1602572428696v2.png

    Regards,

    Clofly

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