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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Filter country,state,c...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Filter country,state,city lookups in CRM

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Posted on by Mona Chavan 255

Hi All,

I got new requirement in CRM i want to filter sate and city lookup accordigly.

can anybody suggest possible ways and how to do it.

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  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Mona,

    We will do it using Lookup Field Filtering in the form.

    Please refer to https://carldesouza.com/filtering-lookup-fields-in-dynamics-365/

    First, create 1: N relationship between entities Country and State, State and City.

    pastedimage1584521448725v5.png        pastedimage1584521470973v6.png

    Then populate the lookup fields of State and City to correlate the three entity records.

    Open the form editor with the country, state and city lookup fields. Set the properties of the State and City lookup fields and enable "Only show records where".

    pastedimage1584521266509v2.png

    For the State lookup field, the first selects the Country lookup field (form entity), and the second selects the lookup field for the relationship between State and Country (States).

    pastedimage1584521554324v7.png

    For the City lookup field, the first selects the State lookup field (form entity), and the second selects the lookup field for the relationship between City and Sates (Cities).

    pastedimage1584521355280v4.png

    The effect is as follows.

    I have two countries, four states, and eight cities.

    pastedimage1584521803931v10.png        pastedimage1584521820329v11.png

    When I select a country and state, the lookup fields only shows the state related to the country and the city related to the state.

    pastedimage1584521643700v8.png    pastedimage1584521671938v9.png

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