Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Portal Form and lookup

(0) ShareShare
ReportReport
Posted on by 135

Hi

I have a portal form that populates a field from lookup. Lookup displays product_id, product_description and product_family on clicking the lookup icon on portal form in a popup. On selection of a row from the popup it brings product_id into the portal form.

Is there a way to show on the portal form product_description + product_id + product_family. I still would like to send back product_id to the back end crm on submit.

Thanks for your help

*This post is locked for comments

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,188 Moderator on at
    RE: Portal Form and lookup

    You can use an OData query and jquery from your Portal code to retrieve the other values that you need from that entity, and using the id of the lookup results from the lookup control.

    In order to use OData you will need to create and Entity View, and make sure the OData checkbox is checked.

    If there is no need for you to retrieve multiple values, I would recommend setting the number of records to display to one.

    Hope this helps.

  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at
    RE: Portal Form and lookup

    Hi,

    I am assuming you are talking about portal entity form, you can use JS to retrieve related fields based on the ID, you can use entity list OData feed or can have a web template where you can use liquid to use fetchxml to query data based on the primary field and get related fields.

    Let me know if my understanding is not correct.

    Hope it will help you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 54

#3
Victor Onyebuchi Profile Picture

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans