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Suggested answer

Show only non-related records in lookup field

Posted on by 55

Hi Gents,

Please suggest an idea to filter to show only non-related records in lookup field.

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Show only non-related records in lookup field

    Hi Fasil,

    As per my understanding, do you want to display the opposite of the current record in the field?

    you can create a new view based on condition you want and reference this view in the lookup field.

    1.Create a new view and set filter you need.

    3630.png

    87685.png

    2.Go to main form and double-click the lookup field.

    0880.png

    3.Save and publish the form.

    If I misunderstood the "non-related records" you said, please kindly share me more details about your real requirement, thanks.

    Regards,

    Clofly

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Show only non-related records in lookup field

    HI,

    This can be done by JavaScript  (AddCustomFilter method) available in Dynamics 365. Refer below links-

    docs.microsoft.com/.../addcustomfilter

    www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter

    missdynamicscrm.blogspot.com/.../crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

    Also try adding custom view

    docs.microsoft.com/.../addcustomview

    If found helpful, Please mark my answer verified.

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