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Microsoft Dynamics CRM (Archived)

Custom view not displaying lookup field value

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Posted on by 608

I have created a custom entity with a lookup field, (Order Name) to the Order entity.  All my fields display correctly in the Default Public View for this custom entity, but when I created a custom view for it, my lookup field containing the Order name does not display any data.  What am I missed?  Why doesn't the lookup field display data in a custom view when it does display the data in the default view?

Thanks in advance,

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  • Walespop Profile Picture
    520 on at
    RE: Custom view not displaying lookup field value

    You are most welcome

  • Barbara Forsman Profile Picture
    608 on at
    RE: Custom view not displaying lookup field value

    Thanks so much for taking time to help!  I appreciate it!

  • Verified answer
    Walespop Profile Picture
    520 on at
    RE: Custom view not displaying lookup field value

    Hi,

    From what I can see, it appears to be data related. Since Order Name field is a look up to Order entity , the name field on order entity is blank for the affected records.

    To confirm, use advance Find to query for one of the order status record with blank Order name , e.g. ORD-01959-R9W5Q1, and check if the name field of the queried record has data or not. 

  • Barbara Forsman Profile Picture
    608 on at
    RE: Custom view not displaying lookup field value

    Custom-View.zip

    Since I was able to upload a zip file, I tried saving my word doc with the screenshots in a zipped format and uploaded.

  • Barbara Forsman Profile Picture
    608 on at
    RE: Custom view not displaying lookup field value

    CustomEntityOrderStatus_5F00_1_5F00_0_5F00_0.zip

  • Walespop Profile Picture
    520 on at
    RE: Custom view not displaying lookup field value

    Ok, let's try another approach then,

    can you try and share the custom entity metadata so I can try the same on my org. That will help to see if I can reproduce the same issue you have and can then should be able to come up with a solution

  • Barbara Forsman Profile Picture
    608 on at
    RE: Custom view not displaying lookup field value

    This is where I get the error.  I click on the media icon, upload my file, click Post, and an error says "An error occurred while attempting to save this post."

  • Walespop Profile Picture
    520 on at
    RE: Custom view not displaying lookup field value

    You need to attach via icon as shown in the attachment

    2781.Capture.PNG

  • Barbara Forsman Profile Picture
    608 on at
    RE: Custom view not displaying lookup field value

    That is what I tried but I get an error when I clicked Submit, so I tried to copy and paste in the rich text window?

    These are the options I see

    Maybe if I have text with the copy paste, it will work?

  • Walespop Profile Picture
    520 on at
    RE: Custom view not displaying lookup field value

    50371.Capture.PNGYou need to click on the rich text link and then attach

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