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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Lookup views searching...
Customer experience | Sales, Customer Insights,...
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Lookup views searching all fields in a record versus displayed fields

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Posted on by Community Member Microsoft Employee

We have a lookup field that points to a custom entity.  When using the "lookup more records" option to add an existing record, we have 3 fields displayed. When we type in the letters "bar" it should match one record for those 3 fields. Instead, it searches every field in the record and matches on OwnerID.  We don't want a match on the owner of the record.  The irony is if we type in "barba" it stops looking at OwnerID and matches the single person who has that match in the first name and email address fields. 

How do I remove OwnerID from being searchable?  I've changed the field setting in the custom entity by unchecking  "searchable".  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Lookup views searching all fields in a record versus displayed fields

    Years of suffering through this stuff!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Lookup views searching all fields in a record versus displayed fields

    That is exactly what happened.  Making unsearchable in the Entity settings removed it from the list for me to see but it was still checked. I unchecked it in the quick find view settings and it no longer gets searched. Great catch!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Lookup views searching all fields in a record versus displayed fields

    I just took a peek at salesorder and Owner is definitely available as a search field.  It is possible to create a custom entity that doesn't have owners but, then how would you have Owner in the lookup view?

    For s's and g's try resetting the field to searchable, publish and check availability in the find view again.  I'm making no claim but would not be surprised if making unsearchable would remove it as an option without removing it as a member.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Lookup views searching all fields in a record versus displayed fields

    OwnerID field is not an option to even select in the quickfind find view settings

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Lookup views searching all fields in a record versus displayed fields

    Usually it's the searchable fields in the entity's quick find view.

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