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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Custom look up field i...
Microsoft Dynamics CRM (Archived)

Custom look up field in Opportunities

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Posted on by Michael Mo

Hi

I seem to be going around in circles on this one. I want to create a relationship and lookup similar to the "Potential Customer" field in opportunities (looks up Contact or Account). For the user the field on the form will allow them to select a record from one of two tables. In the example the "Potential Customer" field has a type of "Customer" which is not available.

Is the "Potential Customer" field a special field or do I just not know the technique?

Many thanks

Michael M

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi Michael,

    Unfortunately this kind of lookup is a special system field that can't be created through customisations. You would need to create two lookups, one for accounts and one for contacts, and then have field that shows/hides based on what type of relationship the user needs.

    hth

  • Michael Mo Profile Picture
    Michael Mo on at

    Hi Scott

    thank for the reply, it is as I feared. We have two custom entities, one is the primary record the second is the component of the primary record. I wanted the user to pick either one, alas, back to the drawing board!

    Just for interest how could I go about the show/hide idea, in theory of course?

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    In theory - you could add an two value optionset, with the values Account and Contact, then add a JavaScript webresource with something like:

    var crm= crm || {};

    crm.myForm= {

       onload  : function () {

           // Register onchange handlers

           Xrm.Page.getAttribute("new_lookuptype").addOnChange(crm.myForm.onLookupTypeChange);

           crm.myform.onLookupTypeChange();

       },

       onLookupTypeChange: function () {

           var attributeValue = Xrm.Page.getAttribute("new_lookuptype").getValue();

           Xrm.Page.getControl("new_accountid").setVisible(attributeValue );

           Xrm.Page.getControl("new_contactid").setVisible(!attributeValue);

       }

    };

    Then add an onload webresource event that calls crm.myForm.onload

    hth

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