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I have CRM Portal entity form that has a lookup. Lookup in CRM is configured to bring ctry_id and ctry_description fields. When launched on the portal look up brings up a modal window with two columns ctry_id, ctry_description. On selecting a row from the lookup, portal shows ctry_id in the portal. Is there a way to show both ctry_id and ctry_description on the portal separated by a space? End user can see both id and description on the modal lookup window. When transferred from the modal lookup window user seeing only id in the main portal form. Can this be achieved using custom javascript on entity form. Any similar working examples would be very helpful.
Thanks
R89
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Agreed, works well in portal, much less unpredictable whitespace!
Well.. I was curious so I just tested the Quick View Form.. it works super fine
I would say even better than in CRM... I would suggest you for going for that option
I think your issue here is not necessarily with the Portal lookup behavior.. but with CRM behavior itself.. this is how the OOB lookup field is filled in, with the primary field of the entity in the lookup
there are a few suggestions for you:
- Change the primary field for both the ID + Description (if it is a valid option)
- I haven't tried Quick View Form in the Portal, but in CRM quick view form shows additional information on the lookup record, you may try that
- Duplicate your description field, and create a Workflow to set the field, but it would show only once the record is saved
- Custom JS in the Portal might do the trick also, not sure would be very simple, you would have to retrieve the parent record details and than display in your form
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