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Customer Service forum

Suburub and post code filtering in CRM portal

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Posted on by 117

Hi,

I have 2 fields namely suburb and postcode on a webform step. There is a city field and based on the selection in city field, the suburb field has to be filtered and display only those suburbs in the city and on selecting a suburb, the post code relating the suburb has to be displayed. Both the suburb and postcode fields are lookup but exposed as a dropdown in portal. Can someone please help me out how to achieve this.

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    You can use out of box related lookup filtering on suburb field. This works on portals as well.

    www.marksgroup.net/.../dynamics-365-lookup-field-filtering

    Hope this helps.

  • edev Profile Picture
    117 on at

    Hi Ravi, Thanks for the reply the related lookup filtering is working fine in CRM but when I tried to do the same in portal it is throwing an error saying "We're sorry, but something went wrong. Error ID # [f445be46-ebfc-4332-8b64-6517e4fc27a1]". I am not sure what is wrong since the same is working in CRM.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Are you saying as soon as you enable Related Lookup filtering, you are getting the error message? Check for the permissions on the 2 entities. If possible give full permissions read, create, append etc

    Hope this helps.

  • edev Profile Picture
    117 on at

    Hi Ravi,

    I tried to enable full permission on both suburb and postcode entity, but still it is showing the same error. Is it possible to pass the state value to the suburb lookup. If so can you please share the code for the same?

  • edev Profile Picture
    117 on at

    Hi Ravi,

    Can you please help me out with this since I m stuck up with this for more than 2 days..

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    I have tried fetching the values of a different entity. I don't know if there is easy way. Though I tried the lookup filtering just now and it worked as expected.

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