dynamics-crmcrm
Show only active records in lookup - CRM
I have custom entity which has lookup to the Products entity record.
I want this field to show only active(status) Products.
How can I do this? am I supposed to make new lookup view in Products, change existing one, or something else?
Solution
You should pick the view you'd like to render the records from. Navigate to form customizations, and edit the field property to look like below:
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