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Microsoft Dynamics CRM (Archived)

Lookup field: Change first column of inline lookup

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Posted on by 729

Dear all

 

We have created a custom entity called "A".

 

On a different entity (B) we created a Lookup Field against entity A.

 

When clicking the lookup field a so-called inline lookup opens displaying 10 records. This view displays 3 columns as defined in the lookup view for entity A. The first columns is the primary field of entity A (like described here:

community.dynamics.com/.../ms-dynamics-crm-2013-inline-lookup)

 

Now I have following question:

 

Is there a way (supported/unsupported) to change the first column of the inline lookup view? We don't want to display the primary field as first column in the inline view, but another column. The primary field shouldn’t be displayed at all in this context.


If tried to use the addCustomView command (javascript) as described here:

 

arvindcsit.wordpress.com/.../set-custom-view-as-default-view-for-lookup-control

 

But this does not change the inline lookup view. It only changes the view which is displayed after clicking the “Lock Up More Records” link.

 

Is there a way to change this ?

Thanks
Alen




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I have the same question (0)
  • Greggomatic Profile Picture
    2 on at

    Hi Alen,

    I think what you want to modify is the Associated View for the entity that you are looking up against to change what appears in the view.

    For the information that appears in the lookup field itself, it will always be the NAME field of the entity.  When creating new entities, I will sometime use JavaScript to fill in this field (not leaving up to the user) so I can be sure that the data in it, is what I want users to see (i.e., a combination of first and last names).

    Greg

  • Suggested answer
    Alagunellaikumar Profile Picture
    6,212 on at

    Hi

    It is not possible. Only way is use plugin message name is retrievedMultiple you can change the primary field value into whatever value you want.

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