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Customer experience | Sales, Customer Insights,...
Suggested Answer

Limit lookup field to order products of the order connected to a case

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In out Dynamics environment we have a N:1 relationship from cases to order. We also have a field for products on each case, but because of the chance of typos and other issues I want the lookup field for products to be limited to the order products of the connected order. Is there a way I can add a filter on this field? I've been trying to do it in Javascript, which I'll include in a screenshot below, but the products field still doesn't filter out anything. Thanks!
 
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    Maybe you can try to configure 'Filter by related rows' property of the lookup.
    --Filter by related rows: When this is enabled, you can filter this lookup based on a row related to both the current table and this lookup. 
    Please refer to the following links for examples:
    https://softchief.com/2022/10/21/filter-lookup-values-by-another-lookup-value-in-dynamics-365-or-dataverse-power-apps-form/
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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