Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Display Lookup options...
Microsoft Dynamics CRM (Archived)

Display Lookup options in another lookup in another entity

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi experts,

Come background info is that when an opportunity is won, it should be automatically converted to a project record and fields mapped. So I created a workflow to do this and it works fine.

Now, we already have an out of the box field in the project form called "project template" which allows the user to choose a project template when creating a project.

Now, my requirement is:

I would like to put a lookup field in the opportunity from which the user can select the "project template" beforehand so that when it is converted into a project, the project template is already assigned. 

I'm assuming I have to do scripting. Please guide.

Thanks,

Jon

*This post is locked for comments

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Display Lookup options in another lookup in another entity

    You can refer this:

    community.dynamics.com/.../dynamics-crm-default-custom-report-template

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Display Lookup options in another lookup in another entity

    Hi Ravi,

    I got it and set default view to project template. Can't believe it was this easy.

    Thanks,

    Jon

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Display Lookup options in another lookup in another entity

    Yes, i am talking about oppprtunity.

    So creare a new field of type lookup and select project entity. Name that field as Project template.

    Withinin that field, select the project template view so that it loads only templates.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Display Lookup options in another lookup in another entity

    Hi Ravi,

    That's already available out of the box.

    As you said, we can already create a lookup (related to project entity) in the opportunity form to display the projects.

    However, I would like to create a lookup in opportunity form to display the available project templates.

    Thanks,

    Jon

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Display Lookup options in another lookup in another entity

    Also, note that the Project Template is not an entity, it is project entity but with the field 'Is Template' set as Yes. So while creating a lookup, you need to select the project entity.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Display Lookup options in another lookup in another entity

    Hi Jon,

    Not really. You could create a field in Opportunity entity which would be alookup to project template entity. You can make it mandatory so that it will have to be selected on the opportunity.

    Now in your workflow, while creating the project record,, you can add the template from opportunity.

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans