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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change searchable fiel...
Microsoft Dynamics CRM (Archived)

Change searchable field on lookup control

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Posted on by Community Member Microsoft Employee

Hi, everybody

I'm trying to change the searchable field for a lookup control. The scenario is this:

I have a custom entity with a 1:N relation to 'contact' entity. The form of the custom entity has a lookup control to find the 'contact' related to. The 'contact' entity has a new field that represents a unique ID number (used at my country). When i go to find the contact in the custom entity form, i want the lookup control search by the new field (contact unique ID) and not only by the primary field (fullname).

Is there a way to do this using JavaScript, a custom view or even a C# plugin?

Thanks in advance.

*This post is locked for comments

  • Nuno Profile Picture
    Nuno 2,005 on at
    RE: Change searchable field on lookup control

    Take a look at: community.dynamics.com/.../crm-2013-modify-the-columns-shown-in-the-inline-lookup.aspx

  • Verified answer
    Nuno Profile Picture
    Nuno 2,005 on at
    RE: Change searchable field on lookup control

    Hi Hugo,

    You can do this with a custom view. Create a custom view with only the field you want to display (contact unique ID) and then in the field properties for that lookup, in Additional Properties set the default view for your custom view.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: Change searchable field on lookup control

    Hi,

    Yes you can do this simply by editing the find fields on the 'Quick Find' view for the contact entity. See www.microsoft.com/.../edit-the-quick-find-view.aspx

    Hope this helps,

    Scott

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