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How to do lookupReference and resolveReference via Chain of command?

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Hi,

I added an int64 "Category" field to "Table1" with Edt "EcoResCategoryId"
then i added this field to Form1

now i want to override the "lookupReference" and "resolveReference" methods of the field in the form datasource, in order to get the tree lookup.

but how to do it?
When i first click on the drop down, it appears as normal lookup and everything appears without filtering the hierarchy role, then if i click on the drop down again, the tree lookup appears and it only shows the correct required data

[ExtensionOf(formDataFieldStr(Form1, Table1, Category))]
final class Form1FormDS_Extension
{
    public Common resolveReference(FormReferenceControl _formReferenceControl)
    {
        Common common;
        common = next resolveReference(_formReferenceControl);
        return EcoResCategory::resolveCategoryHierarchyRole(
                    _formReferenceControl,
                    EcoResCategoryNamedHierarchyRole::Retail);
    }

    public Common lookupReference(FormReferenceControl _formReferenceControl)
    {
        Common common;
        common = next lookupReference(_formReferenceControl);
        return EcoResCategory::lookupCategoryHierarchyRole(
                        _formReferenceControl,
                        EcoResCategoryNamedHierarchyRole::Retail);
    }
}

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Dynamics 365 Finance

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Waed Ayyad 9,089 Super User 2026 Season 1 on at

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Hi.

Check the following link, it maybe helps you:
https://khadarmsdax.wordpress.com/2019/07/19/tree-lookup-for-reference-group-d365/

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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.. 1,993 on at

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My question was about CoC.

The link you provided is not doing it via extensions.

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Mesut Boztas 26 on at

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Hi, please use the solution below.

I had the same issue with my customization, and this approach has worked for me.

Scenario:

1- I have added a RefRecId field, which relates to the EcoResCategory table, to my table EngChgEcmProduct. The user can define the category of the item in this way.

Solution:

1- Add the refRecId extended field to your table ( in here, it is EngChgEcmProduct, ETGCategoryRefRecId)

2- Add a new relation on your table EngChgEcmProduct with EcoResCategory (RecId).

3- Add your new field to the form EngChgEcmHeaderDetails( Engineering change orders)

4- Create a new code extension class (CoC) for the EngChgEcmHeaderDetails form and add a new lookup method to be used in the overriding of the lookupReference method of our new field.

5- Create a new event handler class for the form datasource and override its OnInitialized method to link our new field with the new lookupReference method created in #4.

6- Build the solution.

7. Now, your new field will open the lookup form only once to show the category tree and will not be duplicated.

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