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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lookup fields in porta...
Microsoft Dynamics CRM (Archived)

Lookup fields in portal form

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Posted on by R89 135

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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  • JasonMcneil Profile Picture
    JasonMcneil 215 on at
    RE: Lookup fields in portal form

    Agreed, works well in portal, much less unpredictable whitespace!

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Lookup fields in portal form

    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

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-edit-quick-view-forms

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Lookup fields in portal form

    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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