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Microsoft Dynamics CRM (Archived)

Filtering options for a subgrid lookup.

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.

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  • RE: Filtering options for a subgrid lookup.

    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.

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