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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Filtration on look up field is not available.

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Posted on by 65

Hello, 

We need to search on the look up field by Project number (custom entity). Out of the box it is possible to look for the record on the look up field only by name of the record. I changed the view and added number, so it shows the number when I change the view but I still can't type number and find the record. Any ideas how to do it with out of the box solution?  Thank you 

  • Suggested answer
    Torrado Profile Picture
    1,270 on at

    Hello Elena,

    When entering a value into a lookup field and the button or lookup icon is pressed, a search is carried out on the related item’s data using the Find columns defined in the related entity’s Quick Find View.

    In your case, you would need to add the "Project number" field to the related entity's Quick Find View -> Add Find Columns.

    You can follow the steps described in this article: https://powerobjects.com/dynamics-365/lookup-and-search-views/ 

    Please mark the answer as verified if helpful.

  • Torrado Profile Picture
    1,270 on at

    Hello Elena,

    Do you need additional help? Any news?

    If it's already clarified, and the answer was helpful, could you please mark it as verified? That will help others in future.

    Thanks

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