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Dynamics 365 Community / Forums / Customer Service forum / How to add custom view...
Customer Service forum

How to add custom view to lookup field in D365 Portal

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Posted on by vaishali_37 27

Hi,

We have added custom view to filter records this is working fine in CRM but it is not working in D365 Portal as Portal does not support that.

Is there any other way I can add custom view to filter records in D365 Portal.

Scenario:

1 there are two entities Project and Account. we have created custom entity(Project Accounts) to create N:N relation between them. so that one account can be related to many projects.

2. there is other entity, Request which has two fields Project and Account. When user select the value in Project, account field should get filtered based on the project selected.

This we achieved in CRM by adding custom view on account. but we cannot use the same approach in D365 Portal.

Categories:
Portals
I have the same question (0)
  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Was there any specifc reason to create a custom entity (Project Accounts) to create N:N relation instead of creating a native N:N relationship between Project and Accounts?

    If I am not wrong, if you would have created native N:N then you could use the OOB related record filtering in your request entity which does work in Portals.

    Having the manual custom entity (Project Accounts), I don't think there is any standard/ straight forward way of achieving the lookup filtering.

  • vaishali_37 Profile Picture
    vaishali_37 27 on at

    Hi RaviKashyap

    The reason we did this was, we have custom SSRS reports and if we use  the OOB N:N relationship there are restriction to the data that can be retrieved using the fetchXML query using Advanced Find. 

    You did mention that there is no straight forward way, is there any alternative approach that you could suggest, it would be helpful!

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Sorry but I can't think of anything else :(

    May be someone else has some thoughts.

  • Nirmal_CRM Profile Picture
    Nirmal_CRM 177 on at

    Hi,

    I am having the same issue, did you find any fix for this?

    Regards,

    Nirmal

  • vaishali_37 Profile Picture
    vaishali_37 27 on at

    Hi Nirmal_CRM

    We followed below steps to achieve this: 

    1. Copy Modal popup HTML from DOM and Paste on the page where you want to filter the data.
    2. Write a new click event in jQuery for that lookup field button.
    3. In that event hide the existing Modal Popup.
    4. Make an API call for the required data.
    5. On Success of API call
    6. Append the HTML in new Modal Popup and Show that Popup.

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