Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Add Look Up Field to Form AND Return Concatenated Result

  • 1.  Add Look Up Field to Form AND Return Concatenated Result

    Posted 22 days ago
    I have added a lookup field, 'Same As', to a form for a Custom Entity that basically looks up a single related item code from the same entity. The field works great and is returning the related item code.  I would really like to be able to return the item code + item description into the 'Same As' field, not just the item code.  Is this possible?  I am not familiar with Javascript or any type of complex programming.  If I can provide any other details, please let me know.

    ------------------------------
    Anne Berndt
    First Choice Ingredients, Inc.
    Germantown WI
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Add Look Up Field to Form AND Return Concatenated Result

    Posted 21 days ago
    Anne,

    I would use Calculated field (https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-calculated-fields) in your case.
    And probably add the item description to the lookup view too.

    Good luck
    Xun

    ------------------------------
    Xun Dong
    Thomas Miller
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Add Look Up Field to Form AND Return Concatenated Result

    TOP CONTRIBUTOR
    Posted 21 days ago
    ​You could use a sub-form to show multiple fields of your custom entity. You can add as many fields from the related entity that you want and embed them into the parent form - this is the same approach that the standard Account form uses to show fields from the related Primary Contact.

    ------------------------------
    Mark Carrington
    Chief Technologist
    Data8
    Chester
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Add Look Up Field to Form AND Return Concatenated Result

    Posted 21 days ago

    Thank you, Mark.  I will take a look at that.

     




    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role