Sunday 8 July 2018

Details in Lookup with Configuration


Requirement

In Lookup field can we see more details at selection level without script? For e.g. If we are about to select City field can we see City Name, State along with City code for accurate selection on Account

Solution

MSCRM provides different view for lookup, which is only visible for lookup window, we can utilize this view to fulfil our requirement. Right now we have default system lookup view so we are getting below data for lookup fields for City entity on Account



Here we are not getting accurate details about which city need to select due to city code has entered in default Name field.

We can configure it via below steps
  • Open Solution for Configuration Navigate to Setting --> Solution --> Desire Solution
  • Expand City Entity and double click on Lookup view

  • It will open below window click on "Add Columns" from right side

  • Select required fields need to add in lookup then click on OK

  • Save and close the changes


  • Publish the Solution and restart the browser to reflect the changes 
It will give below desired output which will help user in selection of correct City on Account




Happy Learning ðŸ˜Š