Microsoft Dynamics 365 | Integration, Dataverse...

Filter a lookup with fetch that includes linked entity

(0) Share

Report

Posted on by MBaba

Hello,

I have a table that is linked to another table that includes the interviewers. The interviewers that are filled in the interviewers' table are linked to the first table.

My aim is to set the filter to the records that are lined to the interviewers' table which are employees.

As you can see below, the interviewers' table includes a lookup at the employee table specifying the interviewers (Employees) for this project.

The filter on the other table is giving the error below

this is how I am trying to filter the lookup field

I would really appreciate some help in filtering this lookup.

Thank you in advance!

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

Hello,

The thing is that you are not adding the full filter using addCustomFilter - you will have not to add the filter/condition expression. Check the description of that function - learn.microsoft.com/.../addcustomfilter

Moreover, there is no direct way to use the filtering using the data in the related record but there is one workaround I used multiple times and it's provided in this old but still relevant article - missdynamicscrm.blogspot.com/.../crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

Was this reply helpful? Yes No
Suggested answer

Mahendar Pal 45,095 on at

Like (1)

Report

Hi,

you can also refer my post to create view based on the link entity filtering : himbap.com/.../

Was this reply helpful? Yes No