Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

Apply custom filter on subject

Posted on by 10

It is possible to apply a custom filter on subject lookup? 

Although I tried to apply the filter, it didn't seem to work.
  • RE: Apply custom filter on subject

    In the occurrence entity there is a lookup for the subject entity. If I delete the subject records, there are related old occurrences. So deleting would not be an option.

    Therefore, I would like to filter the subject view on the occurrence entity, hiding the options that I want to remove.

  • Soumen S Profile Picture
    Soumen S on at
    RE: Apply custom filter on subject

    Hi,

    Can you please share little more details and steps you followed. For which entity you are doing this etc....

  • Suggested answer
    ChangeFrenzoId Profile Picture
    ChangeFrenzoId 465 on at
    RE: Apply custom filter on subject

    Hi Buddy,

    Assuming, you are trying to do this in "Service Management".

    It seems not possible to apply the filter on "subject".

    What you can do is:

    Hide the subject field. Create new field, might be dropdown field, and on change of the dropdown, set the subject via script.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans