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Lookupfield to show multiple fields after selection

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Posted on by Christian Leins 35

Hi guys,

I have a request to have a lookup field on the Account entity to show account name and account number AFTER a record has been selected.

pastedimage1613116527472v1.png

So instead of "Leins and Company" the expectation of our users would be to see "Leins and Company (0000123456)"
I have already a calculated field that concatenates this information, but I do not know how I can make the lookup field to display it.

Any help is very much appreciated.
Thanks.

//Christian

Categories:
Customization / Solutions / SDK and API
  • Adnan Jalees Profile Picture
    Adnan Jalees 455 User Group Leader on at
    RE: Lookupfield to show multiple fields after selection

    Thanks Christian, glad to hear about it! :)

    Thanks,

    Adnan

  • Christian Leins Profile Picture
    Christian Leins 35 on at
    RE: Lookupfield to show multiple fields after selection

    Option 1 will do the trick.

    Thanks.

  • Verified answer
    Adnan Jalees Profile Picture
    Adnan Jalees 455 User Group Leader on at
    RE: Lookupfield to show multiple fields after selection

    Hello Christian, 

    As lookup the primary key field of the reference entity will be displayed on the form.

    pastedimage1613124141608v2.png

    you can have 2 options,

    Option 1:

    Account primary key field as display field of the reference entity as formatted string. 

    • Rename display name of existing Account Name field to "Display Account Name"
    • you can create another custom text field as Account Name,  you can use it as for storing Account Name instead of system name field. You'd require to add new field in Account Forms & Views also (if needed).
    • and use system field (which you will rename to "Display Account Name") to be populated with formatted text e.g. (new custom Account Name & Account Number) either through workflow or plugin

    In this case account lookup will be shown as preformatted value in all entities where account entity is used as referenced entity.

    Option 2:

    You can change the display value of the reference field.  I don't think it's the recommended/support way to do it. 

    refer the links as mentioned below. 

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/136580/change-the-display-text-in-lookup/291757

    http://burnignorance.com/ms-crm-app-development-tips/how-to-change-display-text-of-a-lookup-field-in-dynamics-crm-2011-using-javascript/

    I suggest Option 1 as a solution. Hopefully you will be able to map the business requirements. what's your input on it?

    Let me know if you have  questions. 

    Thanks,

    Adnan

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