Monday, 13 October 2014

CRM 2013 Modify the Columns Shown in The Inline Lookup

A post to explain how to modify the columns shown in the inline lookup in CRM 2013 Refreshed Entity User Interface and what can be done and what cannot be done.

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In the example (lookup to Contact), it shows only Name, Company Name, and Email Address.

You found that Email Address is not important, you want to show Name, City, and Company Name.

Explanation:

1. Go to Form Editor

2. Go to the field and check the lookup that is used, in this case is Contact view (lookup view) and get the Default View of the Lookup field

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*You can also use custom view as default view.

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3. Go to the Contact Lookup View and then you add can re-order the position

Previously:

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Change to:

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*You cannot modify the Full Name position nor remove it.

4. Test the Result:

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*The supported total column shown in the inline lookup is 3 only (including Name as the primary field that is not replaceable)

It shows Name, City, and Company Name as per your expectation.

5. You can also use a Composite field, for example, Address

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Result:

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And you can get the tooltip.

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6. But, you cannot use to show field from related entity.

Example:

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Order: Name, City, Industry of the Account, Company Name

Result:

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You should ‘Look Up More Records’

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In my previous post, I mentioned about using the addCustomFilter instead of using addCustomView, using addCustomFilter will not affect the lookup view you set in the Customization, so that I highly recommend you to use addCustomFilter().

Hope this helps you!

Thank you.

8 comments:

  1. Hello Aileen. Thanks for this much appreciated!
    I have a question however. I have addCustomView() enabled on a field and when I get the inline view i am getting only the first column the rest of the columns are not appearing.
    Using crm 2015.
    Any ideas?

    ReplyDelete
  2. Rakesh,

    Maybe you missed the layoutxml columns?
    Anyway, there is a bug in CRM which I have posted:

    https://community.dynamics.com/crm/f/117/t/134494.aspx

    Thanks.

    ReplyDelete
  3. Is this useful to me if I wish to use the Turbo Opportunity Form in CRM 2015 update 1 to display all of the Marketing Lists that the selected Account (selected in the Opportunity record) is a member of?

    ReplyDelete
  4. http://ivrguru.com/crm-project-management.html

    ReplyDelete
  5. Is it possible to replace the Primary Field column with other field?
    i,e instead of FullName inline lookup should show Email Id.

    ReplyDelete

  6. Nice article really informative for me as on this I’ve found some best results for
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    ReplyDelete
  7. I've got the same question as Charan. Is it possible to replace the Primary field (first column) in the inline lookup with another field?

    Thanks
    Alen

    ReplyDelete
  8. Your Information is very Helpful. Thanks for sharing blog nice information on CRM Software in Mumbai | CRM Software in Pune | CRM Software in Mumbai

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