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Microsoft Dynamics 365 | Integration, Dataverse...
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I don't want to show the current entity record in the lookup of parent

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Posted on by 247

Hello all,

I am looking for a solution in which I have a custom entity and in that I have a field as Parent field which is a lookup field to entity itself. The requirement is I have a custom entity and on that entity form I have a lookup field which is pointing to the current entity itself. So whenever a user try to set the lookup value through that field he should get all the record of that entity except the current entity record in which he is choosing the lookup value. The real example is Account entity record in which there is a Parent Entity field which is a lookup field to the entity itself, so if you try to set that lookup field value then you will get all the records except the current one which is you are editing to set that lookup value.

Please let me know if anybody know how to implement the same behavior on custom entity.

Thanks

AR

  • Suggested answer
    Bipin D365 Profile Picture
    28,961 Moderator on at
    RE: I don't want to show the current entity record in the lookup of parent

    Hi,

    You can apply filter on your lookup field to exclude current record

    Parent Entity does not equals current record guid

    docs.microsoft.com/.../addcustomfilter

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