I was trying to Filter a look up based on other Look up.I wrote a fetch xml and trying to invorke in the crm portal as we do for crm form. But it does not identify the method.
what is the method to filer in crm portal.
I have a scenario like Account->Product--> product versions.
My filters gives account based products and versions, but again in that if I select a product if only 1 version is available ,that should get filtered. How can we achieve this dynamically.
Hello,
The JavaScript applied in the form on the CRM will not be applied on the portal.
What I suggest for non-code solution,
1. Create a new form specific to the portal
2. Create new view specific to the lookup
3. In the view, apply the filtering you need for the lookup
4. Select this new view in your lookup field placed on the new form
5. In Entity Form of theportal, point to this form
Note: don't forget to give the entity permission for the entity of the lookup to the needed web roles
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