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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to apply a custom ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

How to apply a custom filter to the lookup in Portals based on the portal contact Custom field

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Posted on by Susritha 195

Hi,

I have a field called Brand in both Contact and Knowledge article entity .We are using a lookup field called  "Which Article are you submitting feedback for?"(knowledge Article) in  Product entity.

By using Entity form displaying it in the portal web page.

when the portal contact has a "XYZ" Brand then he need to see only "XYZ"  brand related knowledge articles  records in the look up in portal.

Please help me with this.

Thanks in advance!!

pastedimage1593426844427v2.png

pastedimage1593426804314v1.png

Regards,

Susritha

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    You need to use metadata filters in the entity list to get the Brands listed as filters to be chosen from(as shown in the example image below)

    pastedimage1593488968336v1.png

    pastedimage1593489172118v2.png

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