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Microsoft Dynamics CRM (Archived)

Lookup behavior on Field Service Mobile App

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I have created a lookup view in Woodford for filtering warehouses based on a custom attribute. And I set this view to the warehouse lookup on Purchase Order entity. If you click once on Warehouse lookup on Mobile form, then it shows records based on my lookup view criteria.

0830.Capture1.PNG

If I double click on + button on Lookup attribute, its showing all the records in the system either it is active or inactive.

8037.Capture.PNG

Is there any chance to show records in lookup based on one particular view?

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  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at

    In Woodford, did you double click on the Receive to Warehouse field and create a default view with the correct filter?

    8037.Screenshot_5F00_24.png

  • Verified answer
    Community Member Profile Picture
    on at

    Actually this one fixed my issue.

    Capt222ure.PNG

    Lookup Views tab, filter on it will show when you click the lookup once

    Capt222ure.PNG

    Lookup Dialog view will show records on this view

    Captu12122re.PNG

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