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Customer experience | Sales, Customer Insights,...
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CRM Portal Lookup modal view search related question

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Posted on by 135

I have a CRM Portal custom entity form with several fields and a look up from product table. When I click on the lookup magnifier it brings up the modal popup with search text, search icon and view records from the product table (approximately 50000 with pagination). What my current task is to 1) Add a field on the main entity form called Productname  text box with a button added next to this text box. This part is easy and did that. 2). When the user enters a text value in the Productname text box and hits the newly added button client wants the following things to happen. a) It should launch the modal popup and filter the records based on what was typed on the entity form field Productname dynamically ( User does not have to enter anything in the search box of the lookup modal window). b) Hide or remove the magnifier and search box on the lookup modal window.

Can someone please suggest. 

Thanks

  • R89 Profile Picture
    135 on at
    RE: CRM Portal Lookup modal view search related question

    Thank you NatGeo. Drop down option is not liked by the customer. I did a webtemplate with fetchXML for this. I have no idea how to proceed further Any help is much appreciated.

  • natalya Profile Picture
    20 on at
    RE: CRM Portal Lookup modal view search related question

    I suggest to change the lookup style to the dropdown.

    It could be done easily by going to metadata  tab, selecting the filed, then changing the style.

    Hoping it helps.

    NatGeo

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