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Is there way to filter lookup in portal?
Let’s step back and start with investigation what lookup is on the portal. It is an input field that will open a popup with the list of records. Unfortunately, you cannot specify any filter on the field. You also cannot specify possible values directly. Or at least you cannot do it if lookup will be rendered as-is.
Is there a way to filter secondary categorization?
We need to filter Secondary Categorization by the value in Primary Categorization. Let’s step back and start with investigation what lookup is on the portal. It is an input field that will open a popup with the list of records. Unfortunately, you cannot specify any filter on the field. You also cannot specify possible values directly.
What are the items in the filter activity?
Now it’s time to set up the Filter activity. The filter activity requires two items during configuration. Items – Input array on which filter should be applied. Condition – Condition to be used for filtering the input array. The items will be the output of our metadata activity and the Condition I will build using the built in expression language.
How to filter contacts based on selected account?
To get Primary Contact also I wrote Gallery2 Items: Filter (Contacts, companyName in Gallery1.Selected.Account and ContactID in Gallery1.Selected.PrimaryContact). But, I am not getting contacts list, it is showing empty even though Contacts are there for selected account.
How to filter lookup fields in Dynamics 365?
In Dynamics 365, we can filter lookup fields without writing code. In this post, we will look at an out of the box field example and a custom example. The common out of the box example is filtering a contact based on an account.
How to add custom lookup filtering on PowerApps portals?
There find an entity form on which you need to add metadata (in my case Create Contact Demo form). There find an Entity Form Metadata tab. It will contain a subgrid with all related Entity Form Metadata records. Press the New Entity Form Metadata button. It will open a creation form. In the Type field select Attribute.
Open CRM and navigate to the specific form you are using on the portal inside a solution. Open up the form for the Programme-Courses entity and find the Course field. Edit this field and scroll down on the first tab. You should see a “Related Records Filtering” section.