Dynamics Community Forum Thread Details

Filtering Lookup field Results

Hello everyone,

I’ve recently created a custom entity called Samples that is integrated with the Opportunity entity and has relationships with both the Opportunity and Opportunity Products.

Here's the scenario:

The Samples entity is created within an Opportunity.
On the Sample form, there’s a subgrid that allows users to add products (Opportunity Product) related to the Sample.
When a user clicks on "Add Sample," a quick create form appears, which includes a lookup field. This lookup field is intended to link the Opportunity Products to the Sample.

The challenge:
I want to filter the Opportunity Products lookup so that it only shows the products related to the specific Opportunity associated with the Sample. In other words, when users are adding products to the Sample, they should only see the Opportunity Products that belong to the current Opportunity, without displaying all Opportunity Products.

Has anyone implemented something similar or can guide me on how to apply this filter to ensure that only the relevant Opportunity Products are shown in the lookup?

Thanks in advance for your insights!

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