760
Hi all,
I don't need the field *potential customer* but it is system required so I cannot delete it. Is there a way that I can just change the the source of the look up field?The default source is account but I want to change to Leads
*This post is locked for comments
Refer to this link for the solution Scot(the guy who gives the verified answer) is an MVP and his pointers are a more safe way of doing things :)
https://community.dynamics.com/crm/f/117/t/143647
[View:https://community.dynamics.com/crm/f/117/t/143647:750:50]
Another solution is to hide the field by un-checking the visible by default option and running some javascript to fill it with dummy data, then simply follow the second step of my above suggestion.
Hope that at least you are getting an idea of the options that are in front of you on how to deal with the situation in the end its up to you how to solve it.
Happy coding :)
If im getting this straight you want to remove the current lookup field and replace it with another one.
Now if you want to remove it from the form you will have to first go to your entity open the fields section locate the lookup field and make it optional or business recommended instead of business required.
Once that is done you can then remove it from the form.
Then if you want to add a new lookup field to another entity you simply need to create the field point it towards the entity you want it to lookup and put it in the form.
This way you have no need to write javascript and it avoids destroying a relationship that you had between the first two entities.
Arci, if your question was answered, then please mark the answer as accepted.
You can make a new form and don't put it on the form.
But if you put it on you are stuck with it!
Hi Aric,
I tried changing the filtering of the lookupfield using javascript
function look()
{
var lookupSource = [];
var lookupSource[0] = {};
lookupSource[0].entityType = 'lead';
lookupSource[0].name = 'fullname';
Xrm.Page.getAttribute('customerid').setValue(lookupSource);
}
Can you help me fix the code?I'm really new to CRM and javascript
Hi Rachelle,
Yes you can use prefiltering on the lookup control based on particular values using JavaScript.
See the following article which describes how to implement this:
www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script
#1
André Arnaud de Cal...
292,494
Super User 2025 Season 1
#2
Martin Dráb
231,307
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
