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Changing the underlying lookup View for a lookup (contact) field on Case Form

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Posted on by Seamus

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Hello,

I am creating a custom "Case" form and I wanted to change the underlying View for the contact lookup field (primarycontactid). I created a new System View with the filter I required and then selected this as the default View for the lookup. However when I search the lookup it always returns "No records found"

However, there is another lookup field on the Case form called "new_notified_contact" and when I change the underlying view here it works!

Does anyone know what the difference is? I want to be able to have a parent customer but an associated contact - but restrict the lookup to that contact to a certain set of criteria rather than search all contacts.

Alternatively, Is there any way to change the default lookup view for customerid lookup so it just defaults to a custom (contact-only, rather than account) view?

Thanks for your help.

- Seamus

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LeoAlt 16,331 Moderator on at

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Hi Partner,

1.Please go to contact entity list and select the new view you created to check if there is any record.

You could also share more details with screenshots so that we could do more troubleshooting for you.

2.If you want to change the look up field view dynamically, you should use JS code.

formContext.getControl(arg).setDefaultView(viewId);

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/setdefaultview

Regards,

Leo

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Bipin D365 28,983 Moderator on at

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Hello,

Make sure you have added newly created view in App through App designer.

Please mark my answer verified if i were helpful

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Hello, I have exactly the same problem except that I need to limit the view to accounts, not contacts.

"parentcustomerid" is the "Customer" field on my form

"a9af0ab8-861d-4cfa-92a5-c6281fed7fab" is guid for the Account lookup view

when my form loads I run the following code to change the default view, with appropriate parameters:

function(executionContext, lookupId, viewGuid) {
var formContext = executionContext.getFormContext();
formContext.getControl(lookupId).setDefaultView("{" + viewGuid + "}");
}

.... and I can see from the browser console that, indeed, the default view of "parentcustomerid" becomes "a9af0ab8-861d-4cfa-92a5-c6281fed7fab"

no error from Dynamics, everything fine, success then? Nope! The view displayed in the UI (the same browser as the console from screenshot above) is still that "customer lookup view" that lets users choose among accounts and contacts; not the "Account lookup view"!

Any idea why?

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Seamus 1,577 on at

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Hello, I think that is as far as it lets you go - then you have to select contacts or accounts. That is what I have to do but as soon as I select contacts it gives me the correct view. When you click on "change view" and select accounts, is the one marked "(default)" the one you ecpect to see - the account view with the guid you specified?

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