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Customer experience | Sales, Customer Insights,...
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Create a Lookup View filter based on matching values from two related entities

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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.

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  • Verified answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at
    RE: Create a Lookup View filter based on matching values from two related entities

    Hi JYSSB7,

    You need to filter using:

    docs.microsoft.com/.../addcustomfilter

    Let me know I can provide you with more details.

    Abdul Wahab

    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager

    Direct/WhatsApp:+923323281237

    E-mail: abdulwahabubit@outlook.com

    Skype: abdul.wahabubit

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