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dynamics-crmcrm

Dynamic values in Lookup View Filter Criteria

I have two entities (entity1 and entity2)that have event field. entity1 has the subgrid with the records from entity2.

Is it possible to set lookup view filter criteria to show only record from entity2 that have the same value in the event field as entity1?

Solution

  • This can be done via a Quick View

    1. Create a Quick View in the event field entity

    2. Put a SubGrid to Entity2 in the Quick View, list all records from Entity2

    3. Remove the subgrid you have in the Entity1 form

    4. Insert the Quick View you created before in the Entity1 form, link it to the event field

    5. That should be it to accomplish the requirement "display all the Entity2 records related to the record referenced by the event field in Entity1",