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Suggested Answer

Is there a way for products on cases to be filtered by just the ones related through an order?

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Posted on by 54

I'm working with cases and trying to add the option for a product dropdown on cases. I was just wondering if there is an order connected to the case, can I make it so the products on the dropdown are only products in that order? If anyone has any insight into this that would be greatly appreciated. Thanks!

pastedimage1682449393582v1.png

I have the same question (0)
  • Suggested answer
    Shawnsauve Profile Picture
    1,093 on at

    Yes, it's possible to limit the products that are displayed in the product dropdown on cases based on the order that's associated with the case. You can achieve this by using a filtered lookup on the product field.

    Here are the steps to create a filtered lookup:

    1. Go to the customizations area of Dynamics 365 CE and select the Case entity.

    2. Click on the "Fields" section and select the product field that you want to add the filtered lookup to.

    3. In the product field properties, set the "Data Type" to "Lookup" and select the product entity.

    4. Click on the "Edit" button next to the "Related Records Filtering" option.

    5. In the related records filtering dialog, select the "Only show records where" option and then select the order entity in the first dropdown.

    6. In the second dropdown, select the order lookup field that's associated with the case entity.

    7. In the third dropdown, select the operator "Equal to" and then select the "Case" entity in the fourth dropdown.

    8. In the fifth dropdown, select the lookup field that links the order to the case.

    9. Save the changes and publish the customizations.

    Once you have completed these steps, the product dropdown on cases will only display products that are related to the order that's associated with the case.

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi CalebG,

    The relationship between order and product should be 1:N?

    As shawn said, you can use 'Related Records Filtering' property to only show products related to selected order:

    https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/special-field-properties-legacy?view=op-9-1#lookup-field-properties 

    pastedimage1682560934269v1.png

    Also, you can refer to the following link for more ways to filter lookup field:

    https://www.praxiis.co.uk/post/filtering-dynamics365-lookups 

  • CalebG Profile Picture
    54 on at

    Hi Leah,

    How were you able to get the option for orders under that dropdown? I'm pretty limited in mine.

    pastedimage1682562669345v2.png

  • CalebG Profile Picture
    54 on at

    Hi Shawn,

    I'm running into an issue with getting the order entity into the dropdown. Do you know how I could fix this? Thanks!

  • Leah Ju Profile Picture
    Microsoft Employee on at

    Hi CalebG,

    As I asked at the beginning, is there a direct relationship between the order and the product?

  • CalebG Profile Picture
    54 on at

    Hi Leah,

    Sorry about that, totally missed it. There is a 1:N relationship to the order product table which includes each product line associated with the order.

  • Leah Ju Profile Picture
    Microsoft Employee on at

    Hi CalebG,

    The product entity is not directly related to the order entity.

    So you can't use OOB feature--Related records filtering to filter product lookup based on order lookup value.

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