web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)
Active Discussion

Filtering options for a subgrid lookup.

(0) ShareShare
ReportReport
Posted on by 395

I know that there is an unsupported way of achieving it, my question is how to achieve this without using unsupported code which can impact upgrades and cause issues in the future.

will like to hear from people who implemented the workaround and did not go through the unsupported route.

*This post is locked for comments

  • Dynamics Objects 365 Profile Picture
    550 on at

    I would suggest to create a middle entity.

    Example: If you want to filter Contacts in a subgrid an an Account form base on a custom lookup field (Say, myCustomLookupField), then you can do the following.

    1. Create a middle entity - Say "AccountContactMiddle"

    2. Add lookup of Account, Contact and myCustomLookupField on AccountContactMiddle's form.

    3. Configure the Contact Lookup to get filtered as per myCustomLookupField lookup field ( User "Only show Related Records" OOTB setting)

    4. Add Field Mappings from Account for the field myCustomLookupField

    5. You are done.

    The Only drawback is the data duplication, but this is No Code solution

    Will be glad to hear your  feedback.

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

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans