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Hello everyone.
I have the Customer field (logic name - customerid) which is rendering 2 lookups on the portal:
I want the portal user to only see the Account lookup view when submitting a case.
Any suggestions please?
Hi fran2105,
If you want to disable contact lookup view of customer field in the form, which can be easily to achieved through js.
function defaultcustomer() {
Xrm.Page.getControl("customerid").addPreSearch(addFilter);
}
function addFilter() {
var customerAccountFilter = "";
Xrm.Page.getControl("customerid").addCustomFilter(customerAccountFilter, "contact");
}
Contact label in customer field is greyed out.
However, it’s hard to hide contact lookup view for customer field in the portal, maybe you can create a new 1:N relationship between Account and one entity you need, then add the account lookup field to the form that has been used in portal.
Regards,
Leah Ju
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