Need to create a lookup field but not mapped to the ID field

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Posted on by rmcanally65

Hi all:

I need to create a lookup field in one entity to reflect a lookup value from a source entity; when I create the field in the 1st entity, I have to choose the 2nd entity. This means that the mapping is (in this example):

salesorderid > new_pricelist

So all that shows on the 1st entity is the actual name of the Order, not the price list. Is there a way to accomplish this?

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Mahendar Pal 45,095 on at

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Hello Rob,

Lookup will always display primary field of the entity whatever it is, so to implement your requirement I can think of two options (there may be others)

1. Setup a workflow to copy value of the pricelist to primary field so that it can show in the lookup in another entity, you can look some details here: community.dynamics.com/.../136580 but i don't think you want to do that

Another option could be to simply use quick view forms to show your other information based on the lookup selected so you can show price list field with it. you can refer www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365

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Community Member on at

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You may create a field on the form and set it to readonly

You can then use javascript on_change of lookup value and populate the readonly field with the lookup value from source entity.

This will require you to use Xrm.WebApi.retrieveRecord(entityName, contactId, options) to retrieve the value and formContext.getAttribute("yourfieldname").setValue(result["sourcefieldname"])

Please mark as verified answer if this help.

Thanks,

SM.

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Aric Levin - MVP 30,190 Moderator on at

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Do you need the actual data to be on the new entity?

If you just need to display it, I would recommend that you go with Quick View, and only display the field that you need.

Hope this helps.

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