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Customer experience | Sales, Customer Insights,...
Suggested Answer

Cascading Lookup to be Configured

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Posted on by 5,514
Hi All,
 
I have a requirement where i need to create a cascading dropdown fields.
 

I press the lookup on Team 1 field, I choose the first Team 1 values example Credit , I will then see the linked values for Credit  i.e. ABC, DEF, I then select say ABC.

What I should then see populated in my two fields on the form are:

Trading Team 1 = Credit 

Trading Team 2 = ABC

I have the same question (0)
  • sandeepc Profile Picture
    5,514 on at
    Any Update


    I am using opportunity entity and the records are not displaying
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    In the form, You can configure lookup column properties:
    --Filter by related rows: When this is enabled, you can filter this lookup based on a row related to both the current table and this lookup. 
    Please refer to the following links for examples:

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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