Customer Engagement & Dynamics CRM Forum

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Lookup field reference not working

  • 1.  Lookup field reference not working

    Posted 13 days ago
    Hi Everyone  
    So I have a problem with MS dynamics 2016 on premise.
    I have created a custom entity, and have a lookup field on that entity to Account. On the Account form i have a subgrid with the related records displayed. When I push the + sign a pop up windows comes as it should, but the look up field to the account is field out with the asccount name (also as it should) but the name is marked with red colour, like nothing is written in the field. Does any of you know how to fix this ? (hope it makes sense 



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    Michael Overgaard
    EnergiMidt A/S
    Aarhus C
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  • 2.  RE: Lookup field reference not working

    GOLD CONTRIBUTOR
    Posted 13 days ago
    Michael,

    Lookups use the Quick Find properties to search for records. You need to make sure that the right fields as set as "Find Columns" on the Quick Find View. Just adding them as "View Columns" doesn't mean that the search will work on those fields, they need to be added as "Find Columns" too.

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    Gus Gonzalez
    7x Microsoft MVP, CRMUG All-Star
    CEO, Elev8 Solutions
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  • 3.  RE: Lookup field reference not working

    TOP CONTRIBUTOR
    Posted 13 days ago
    I would also check that the users security role permits Append and Append To correctly on the custom entity and the account entity. I think the user should have a security role that permits accounts to Append, and the custom entity have Append To.

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    Nelson Johnson
    Solution Architect
    BroadPoint Technologies, LLC
    Bethesda MD
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  • 4.  RE: Lookup field reference not working

    Posted 12 days ago
    Hi Nelson

    Thank you for getting back to me on this subject :) - I have System administrator role so i should have all permits. Also it works fine if the fields is not set at business required, and that is strange..

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    Michael Overgaard
    EnergiMidt A/S
    Aarhus C
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  • 5.  RE: Lookup field reference not working

    Posted 12 days ago
    Hi Gus

    Thank you for getting back to me on this subject :) I have checked what you suggested and this is not the issue unfortunately

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    Michael Overgaard
    EnergiMidt A/S
    Aarhus C
    ------------------------------