Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Lookup contact using custom ID field RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    I have added a whole number field (custom_id) to the contact entity and I have a custom activity. I want to put the custom_id of the contact into a lookup field and get it to resolve to the correct contact.

    How do I correctly resolve against the number field?

    What would be the best approach to ensure that the ID field is unique? These are likely to be 3-4 numbers long and input rather than auto-generated.

    Tuesday, August 28, 2012 1:52 PM

Answers

  • Question
    Sign in to vote
    1
    Sign in to vote

    If you add your custom field to the Contact - Quick Find Active Contacts view - you should be able to use it retrieve a Contact via a lookup if in fact the value is unqiue. You would also need to make sure the lookup isn't filtering on related records or anything like that. 

    As far getting a unique value - you would need to create a plugin and/or JavaScript to check the value when it is entered and likely when the record is saved to make sure it is unique. 

    Jason Lattimer

    Tuesday, August 28, 2012 2:23 PM
    Moderator

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    If you add your custom field to the Contact - Quick Find Active Contacts view - you should be able to use it retrieve a Contact via a lookup if in fact the value is unqiue. You would also need to make sure the lookup isn't filtering on related records or anything like that. 

    As far getting a unique value - you would need to create a plugin and/or JavaScript to check the value when it is entered and likely when the record is saved to make sure it is unique. 

    Jason Lattimer

    Tuesday, August 28, 2012 2:23 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Jason,

    Many thanks for the answer. Just to add for anyone else. In the Quick Find Active Contacts view, I added the field via 'Add Find Column' rather than 'Add View Column'

    Cheers,

    Chris

    Tuesday, August 28, 2012 3:36 PM