Restrict value of field/or option set based on another field from a separate entity

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Posted on by ETconsultant

I'm attempting to have 2 fields, one is an account name, and the other is a custom Category field.

The entity is Opportunity.

This custom Category field has also been added to the Account entity for each account.

The aim is to select a Category drop-down value, in Opportunity entity, and then have the next field (account name) to be restricted only to those accounts who are part of that category.

Can I do this on D365?

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ETconsultant on at

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RE: Restrict value of field/or option set based on another field from a separate entity

In other words...

I want to select "Electrical" in the Category field in the Opportunity form. And then I want the next field, Account name, to yield only those Accounts that are part of that category..
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Bipin D365 on at

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RE: Restrict value of field/or option set based on another field from a separate entity

Hi,

Account Name is lookup field then you can use javascript to filter the result

docs.microsoft.com/.../addcustomfilter
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RE: Restrict value of field/or option set based on another field from a separate entity

Hi ETconsultant:

There is one OOB property in the lookup field--Related Records Filtering,which can help you achieve the goal:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/special-field-properties-legacy?view=op-9-1#lookup-field-properties

Navigate to Settings > Customizations > customize the system > Entities > Opportunity > Forms to open the main form, then double-click the account lookup field:

--In Related Records Filtering section, you can set it as following screenshot:

Test:
ETconsultant on at

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RE: Restrict value of field/or option set based on another field from a separate entity

Thank you so much Leah, I think this is the missing part.

The only issue I still face is in the dropdown options under Related Records Filtering. They are too limited so I can't choose the appropriate options, which based on my example above, would look very similar to your example above.

I think the problem is I have faced difficulty in linking/mapping the 'Category' field in the Opportunity entity to the Category field in Account entity.

Any idea how to do this?
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RE: Restrict value of field/or option set based on another field from a separate entity

Hi ETconsultant,

1.You need make sure that the category is one lookup field.

2.Could you share screenshot about problem?
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KK-365 on at

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RE: Restrict value of field/or option set based on another field from a separate entity

If the Custom Category is a Custom Entity, and the Custom category field on Account is a Lookup field.

Also, the custom category field on opportunity field is a lookup field, then the solution suggested below by Leah Ju, should work for you.
ETconsultant on at

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RE: Restrict value of field/or option set based on another field from a separate entity

Thanks for this information. I worked it out myself, that what I missed was that relationships are between entities so I need to create a custom entity in order for the 'category' relationship lookup to work properly.