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I have a Field Service environment where Products are unique. Each Product is a unique piece and cannot be sold twice. For that reason it would be helpful when I use the product lookup in the Work Order Product record to filter only the products that aren't yet in the customer asset entity. How can I achieve this?
Hi Sabrina,
You can create a custom view between Product and CustomerAsset and use that view in addCustomView function. You can also use addCustomFilter to display the results in lookups.
https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/addcustomfilter
https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/addcustomview
Here is a community thread for reference
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/273499/addcustomview-in-addpresearch-removes-value-from-the-lookup-after-saving-the-code/897356
Hope this helps
Best Regards
PG
Hi SabrinaDB,
Did you achieve this?
Please mark some answer verified if it provided resolution to the issue faced.
Best regards
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