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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Is it possible to crea...
Microsoft Dynamics 365 | Integration, Dataverse...
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Is it possible to create a lookup of same entity and display it in the form? Example, in Account record/form, you want to have a lookup of Account.

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Posted on by Katie Page 65

Is it possible to create a lookup of same entity and display it in the form? Example, in Account record/form, you want to have a lookup of Account.  

If yes, how to do it? What relationship would Account have to itself?

  • AriaConsulting Profile Picture
    AriaConsulting on at
    RE: Is it possible to create a lookup of same entity and display it in the form? Example, in Account record/form, you want to have a lookup of Account.

    Leah,

    Please stop reiterating the same answers I provide.  It's getting annoying as it is very insulting.

    Thank you.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is it possible to create a lookup of same entity and display it in the form? Example, in Account record/form, you want to have a lookup of Account.

    Hi Katie,

    Of course. You can create a lookup field of same entity and display it in the form.

    Here are steps:

    1.Go Settings > Customizations > Customize the system > Entities > Account > 1:N relationships.

    pastedimage1626082532350v1.png

    2.Crete new one relationship.

    pastedimage1626082704303v3.png

    3.Go to Forms to select one form you want to add account lookup field you just created.

    pastedimage1626082764845v4.png

    pastedimage1626082854241v5.png

    4.Save and publish all customizations.

    5.Test.

    pastedimage1626083059707v6.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • AriaConsulting Profile Picture
    AriaConsulting on at
    RE: Is it possible to create a lookup of same entity and display it in the form? Example, in Account record/form, you want to have a lookup of Account.

    Well, technically you can do it, but I'm really curious WHY you would want to?  OOTB the Account table/entity has a parent/child relationship already, so why add another?

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