{Quick Tip} Allow lookup field to search on multiple attributes and show attributes on parent entity form using Quick View

In a recent query presented across to me lookup field created for Category (custom entity) was being searched  not only based on the code

but also based on Description attribute of the Lookup.

It is a usual scenario for Category fields to have code and description attributes as well.

I tried to replicate the scenario in my Vanilla instance:

The sample values of categories are:

· A: Alpha

· B: Beta

· C: Captcha

 

clip_image002

Replicating the scenario below on Account entity form, we can see that searching based on description has issues:

To fix the problem navigate to Lookup entity (in this case Category mapping), Views and select Quick Find view

for the entity (as highlighted below):

clip_image004

Next click Add Find columns:

clip_image006

Add the relevant find column(selected Category description) as well:

clip_image008

Save, Publish your customizations. Next time on the form, even if description is typed

Category code will be automatically pulled:

clip_image010

Let’s go a step ahead in improving the functionality. Now say once the Category is selected, user wishes to also see the

Category description along with the code on the form.

This can be achieved by Quick View form.

Navigate to Entity customizations, Category Mapping entity in this example -> Forms and Click New Quick View Form:

clip_image012

Next add Category Description on the form and publish:

clip_image014

After Publish, Navigate to Account entity form for this example and Select Quick View form on the Insert tab:

clip_image016

Pick the Category Mapping Quick View form created earlier and click Ok:

clip_image018

Form should now be appearing like this, Click Save and Publish:

clip_image020

Now, whenever user types in either the category code or description both will be visible to the user on the form:

clip_image022

Please note that the values for Category Description are just shown on the form and not actually brought over to the

Account entity in this case.

Hope it helps and Happy CRMing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

clip_image001

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s