Microsoft CRM 2011 – Filtered Lookup
11-11-10
Hi Everyone,
One of questions that came up at this month’s user group that I didn’t answer was how to configure Filtered Lookups.
In this scenario we want a filtered lookup to show only contacts that are related to the customer of a case.
Before we start the “Responsible Contact” lookup dialog looks like this prior to enabling filtering.
To do this from the case form go to Customize and click “Form”
Select the “Responsible Contact” field and click “Change Properties” (Or Double Click)
In the “Related Records Filtering” section Check “Only show records where:”
Select “Customer (Accounts) (Cases)”
Select “Parent Customer (Accounts) (Contacts)”
Click ok, Save and then publish.
When you create a case and the Customer is an account the results displayed for the lookup will be filtered to the related contacts for both the search and auto resolve.
To stop users being able to turn off the filter uncheck the “Allow users to turn off filter” option in the “Related Records Filter”
The “Additional Properties” section allows you to turn off the search or set the default view and what if any additional views are available.
This is how the filtered lookup looks after turning off the search and limiting the views available.
