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If I have an entity named entityA and another named entityB, and they both have a column named columnA that just contains some values, I want to be able to create a filter in a lookup view in entityA that only displays data/rows where both entityA and entityB's columnA values are equal.
As an example:
Let's say entityA looks like this:
| columnA | columnB | columnC |
| 123 |
name1 |
value1 |
| 532 | name2 | value2 |
| 624 | name3 | value3 |
| 892 | name4 | value4 |
and entityB looks like this:
| columnA | columnE | columnF |
| 892 |
random1 |
test1 |
| 412 | random2 | test2 |
| 532 | random3 | test3 |
| 234 | random4 | test4 |
Now, I want to create a filter within my entityA's lookup view to only display rows where columnA from both entities have matching values, in this case, since '892' and '532' are both present in columnA of the two entities, the lookup view will display this data:
| columnA | columnB | columnC |
| 892 | name4 | value4 |
| 532 | name2 | value2 |
(note that it will display the data from entityA)
Currently, the filter options on dynamics don't seem sophisticated enough because I'm only able to filter if the columns contain data, or if they're equal to some hard-coded preset string, so I need help with accomplishing the scenario described above.
Hi JYSSB7,
Unfortunately, this is impossible. Because you can't compare columns across entities. You can only compare the columns in the same entity with 'valueof' and you need change the fetchxml of your view manually.(OOB way can't achieve this.)
Please refer to this blog:
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