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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to change the defa...
Customer experience | Sales, Customer Insights,...
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How to change the default lookup view on the Connect To Name column for Connections

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Posted on by Lucas H 283

I need our users to be able to ONLY choose either contacts or accounts when creating a connection. Currently, the lookup view in the Name column of the Connect To section when creating a connection searches ALL contacts, accounts, users and activity types.

Digging deeper, that specific lookup column is set to lookup to the Knowledge Article table of all things and I can't find any way to change it. Going into the form editor it tells me to switch to Classic to access the control, but switching to classic doesn't give me any more options to edit it.

How can I change the settings for this column?

I have the same question (0)
  • Inogic Profile Picture
    Inogic 651 on at
    RE: How to change the default lookup view on the Connect To Name column for Connections

    Hi,

     

    It is not possible to filter the default lookup entities on the Connect To Name column of Connections entity using OOB form customizations.

    However, you can use JavaScript on load of Connection entity form to filter lookup field to show only account and contact records as mentioned in below blog:

     

    https://www.inogic.com/blog/2019/10/tip-to-filter-customer-field-depending-on-type-of-customer-in-dynamics-365-uci/

     

    Thanks!

  • Suggested answer
    Lucas H Profile Picture
    Lucas H 283 on at
    RE: How to change the default lookup view on the Connect To Name column for Connections

    Inogic Thank you, this worked great!!!

    Here's the simple code I used:

    function setConnectionLookupOnLoad(executionContext) {
    
    var formContext = executionContext.getFormContext();

    formContext.getControl("record2id").setEntityTypes(["account", "contact"]);
    formContext.getControl("record1id").setEntityTypes(["account", "contact"]);
}

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