Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Populate lookup based ...
Microsoft Dynamics CRM (Archived)

Populate lookup based on selection of another lookup

(0) ShareShare
ReportReport
Posted on by Jay2014

Hi,

I want to populate a lookup based on a another lookup selection.

- The main lookup references to the entity [ team ]
- The second lookup references to a custom entity which contains 8 records. One of attributes contains the [ team ] attribute

When team lookup is populated I want to populate the second lookup with record containing the same team.

Not sure if its best to do this in a plugin using a custom workflow activity or J-Script.

Please provide useful references.

Many Thanks,

*This post is locked for comments

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Populate lookup based on selection of another lookup

    Hi,

    You don't need to write any code to do this functionality.  You can check below references -

    www.powerobjects.com/.../how-to-use-dependent-lookups-for-dynamics-crm-201320152016

    m.youtube.com/watch

    Hope this helps.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Populate lookup based on selection of another lookup

    Hi,

    You could use Related record filtering which which filter the options of your second lookup and will give you the one related to the select team.

    www.magnetismsolutions.com/.../how-to-filter-lookups-by-related-records-in-dynamics-365

    Do not that this won't auto populate the value so user has to select it. If you want to auto populate it with the value then, yes, you need to write javascript and use Web APi to retrieve the details and set it.

    You can refer this: community.dynamics.com/.../get-lookup-value-from-other-entity-and-set-it-on-the-form-using-web-api-in-microsoft-dynamics-crm

    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