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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to create a cascad...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

How to create a cascading menu showing team and members

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Posted on by Bigred57 55

I want to create a cascading menu where when a team is selected, another field will show members of that team

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Bigred57,

    Please create two lookup fields and add to form, one is related to Team entity, another to User.

    pastedimage1656486854769v2.png

    Then double click the Member lookup field(related to user) and set the 'Related Records Filtering':

    pastedimage1656486819111v1.png

    Finally, save and publish.

    Result:

    pastedimage1656486913231v3.png

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at

    Hello Bigred57,

    You can easily implement your requirement By implementing Cascade lookup between Team and User entity. Please follow below blog where we can filter cities as per the country lookup.

    carldesouza.com/.../

    Thank you,

    Amit Katariya

  • Bigred57 Profile Picture
    Bigred57 55 on at

    I followed your instructions but when I select the Team Member lookup it lists ALL users,  not the users related to the Team selected.

  • Suggested answer
    Rahuldubey Profile Picture
    Rahuldubey 105 on at

    check the configuration and relationship, since it is OOB feature as explained above

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at

    Share the images of the lookup configuration.

  • Bigred57 Profile Picture
    Bigred57 55 on at

    See images here

    Screen-Prints-Cascading-Menu.docx

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