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For example if I am routing a case and I do a user look up - Can I change the view that it is defaulting to? I can't figure out where to do this
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not sure if (still) relevant but in dynamics365 you can create your new system view (which will act as the source of info for the lookup field). Then you can strip out the guid of the new view (by highlighting it and selecting "actions > email a link" and taking the last id from the querystring - the bit between %7b and %7d
Then
function setNewDefaultView(executionContext) { //MAKE SURE "Pass execution context as first parameter" is ticked
var formContext = executionContext.getFormContext();
formContext.getControl("NAME OF LOOKUP FIELD GOES HERE").setDefaultView("{GUID OF VIEW GOES HERE}");
}
Hi,
I think "owner" is one of those fields for which we can't pick the lookup view in the control properties.. You might still be able to user prefiltering there:
www.concurrency.com/.../filter-dynamics-crm-lookup-values-with-javascript
Or, as Gopalan suggested, you can modify default lookup view (although, that will affect all owner lookup controls)
Hi
You can modify the lookup view by going to
Settings -> Customization->Customize the System
Select the entity and then select the views
Select the Lookup view and modify.
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