Microsoft Dynamics 365 | Integration, Dataverse...

Hide value from lookup field on new form

(0) Share

Report

Posted on by gjayn84

Hi everyone

We have a lookup column called Division setup in the Opportunity table::

This lookup column points to the Business Unit (BU) table:

We now have a requirement where one of the BUs should no longer be used when creating new opportunities. I don't want to delete the BU so thought I could hide this BU from the lookup column when a new form is opened for an opportunity. However, I'm not sure how I hide values from a lookup column, is it possible along the same lines as hiding values form choice columns?

Thanks in advance for any help you could give.

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

Guido Preite 54,086 Moderator on at

Like (2)

Report

correct way will be to add some javascript in order to add a filter to don't show the BU.

you can find an example of the javascript here: https://softchief.com/2022/04/26/filter-lookup-with-custom-condition-in-javascript-in-dynamics-365/

Was this reply helpful? Yes No
Suggested answer

XM-22040801-0 11 on at

Like (1)

Report

Hello,

If you want to hide some values of a lookup field you can do it with addPreSearch event and addCustomFilter.

See learn.microsoft.com/.../addcustomfilter

Edit: Guido Preite was quicker to reply.

Was this reply helpful? Yes No
gjayn84 58 on at

Like (0)

Report

Thanks for the quick replies. I've used the link you sent over to tweak the code as per the below but it doesn't seem to be working:

// A namespace defined for SDK sample code

// You should define a unique namespace for your libraries

var Sdk = window.Sdk || {};

// set 'Sdk.setParentAccountIdFilter' in the Opportunity form onload event handler

Sdk.setParentAccountIdFilter = function (executionContext) {

// get the form context

formContext = executionContext.getFormContext();

formContext.getControl("abc_divisionid").addPreSearch(Sdk.filterBusinessUnits);

}

Sdk.filterBusinessUnits = function () {

// Hide Finance BU

var businessUnitFilter = "<filter type='and'><condition attribute='name' operator='ne' value='Finance'/></filter>";

formContext.getControl("abc_divisionid").addCustomFilter(businessUnitFilter, "businessunit");

}

abc_divisionid is the name of the Division lookup field on my form that looks up the Business Unit table. I've checked the console in my browser when the form loads and the updated JS runs and there are no errors. However, when I look at the lookup field it still shows the Finance business unit. Is there anything obvious you can see that could be causing the filter to not apply correctly?

Thanks in advance for your help.

Was this reply helpful? Yes No
XM-22040801-0 11 on at

Like (1)

Report

This should work. Are you sure you added the onload event handler with Pass execution context as first parameter ?

Was this reply helpful? Yes No
gjayn84 58 on at

Like (0)

Report

Thanks so much, I had added the code to an existing library but not added the function to the OnLoad event. I've done that now and all working perfectly.

Was this reply helpful? Yes No