Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Applying a Filter on L...
Microsoft Dynamics CRM (Archived)

Applying a Filter on Lookup field based on the Value entered in another Lookup field in D365 Portals

(0) ShareShare
ReportReport
Posted on by Lester DSouza

Hi All,

I am facing an issue of not being able to apply a filter to a lookup field, which would filter the values in lookup based on the value that would be entered in another lookup field. In my case i have a 'Organization' field(which is a account lookup field) which would be filtered based on the value entered in the 'Individual' field(which is a contact lookup field). I have tried using the OOB functionality of the CRM form of setting filter as shown in the screenshot below.

0537.image-1.png

I am getting the following error on the Portal side of the form as shown below:

7870.image-2.png

Can anyone help me out in resolving the following problem.Thanks in advance.

*This post is locked for comments

  • Suggested answer
    Lester DSouza Profile Picture
    Lester DSouza on at
    RE: Applying a Filter on Lookup field based on the Value entered in another Lookup field in D365 Portals

    I am not sure that this would work for D365 Portals.

    I am well versed with Dynamics CRM.

    It would be good if you would share an code with an example like account contact relationship.

  • Bhaargavi Bodapati Profile Picture
    Bhaargavi Bodapati 115 on at
    RE: Applying a Filter on Lookup field based on the Value entered in another Lookup field in D365 Portals

    Hi Lester,

    Have you considered the following points:

    1. If you change the first lookup value, the value in the dependent lookup is now incorrect; you need to do a lookup in the dependent field to get the new acceptable’ values to select from (and then select one!)

    2. If you enter partial data in the lookup and use autocomplete, CRM will bring back values that match your autocomplete criteria and will not filter the records as you want them to be filtered – users need to use the lookup icon and not try an autocomplete

    3. This can be expanded to more levels than just 2; you just need to continue adding a link from the entity ‘above’ to the entity ‘below’ so CRM knows how to filter the lookups

    Please mark as verified, if this helped you

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans