crm lookup implementation question? RRS feed

  • Question

  • Hello - I've seen CRM lookups where a user can select different record types from a dropdown, then submit search criteria and get a result set for selection.  This is all done within the context of a lookup dialog.

    I'm on a project where we have a scenario where a field can either be a user or a contact.  A lookup dialog can be opened where a user can select a type of user or contact, perform a search and then select rows from the result set.

    A user should be able to select multiple records of users, contacts or a combination of both record types for this particular field. An easy approach would be to create 2 separate lookup fields on the parent form like:

    * MyField (Contacts)
    * MyField (Users)

    However, I was wondering if CRM provides an easy way to combine this functionality within a single dialog, perhaps by including a "Type" column as part of the result set, which would indicate the different types of records that had been selected?
    Sunday, August 4, 2013 2:07 AM

All replies

  • Unfortunately it's not possible to create this kind of lookup using the out-of-the-box customization tools.

    There are some unsupported ways to do this using JavaScript, however if you want to do it in a supported way your best option is to simply create 2 many-to-many relationships; 1 with user and 1 with contact. Those can then be displayed on your form in sub-grids still allowing you to select a combination of many contacts and many users.

    Hope that helps


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    Sunday, August 4, 2013 4:58 AM