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Configure Lookup Filters for Dynamics Portals

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Posted on by Community Member

Hi,

I am a beginner at Dynamics Portals. I have a Product lookup on an Opportunity Product Create form which needs to be filtered by four product attributes (Fields on the product). The attributes are placed on the form as option sets. I understand that custom JavaScript web resource for Dynamics does not work on Portals. Is there a way to configure the lookup on the portal to show records corresponding to the four attributes.

For example if a product has the following attributes

attribute A = 100

attribute B = 350

attribute C = Activated

attribute D = Essential

then only that product should show up on the lookup when the filters are set.

Any suggestions or solutions are greatly appreciated.

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Community Member on at

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RE: Configure Lookup Filters for Dynamics Portals

Thank you Ravi.
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RaviKashyap 55,410 Moderator on at

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RE: Configure Lookup Filters for Dynamics Portals

Hi Sameer,

I don't think it would be simple to achieve this. You can refer this blog and follow the same approach.

arpitmscrmhunt.blogspot.com.au/.../custom-lookup-filtering-in-adxstudiocrm.html

Hope this helps!