Applying Custom Filter on a Lookup Field without Writing Code

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Applying Custom Filter on a Lookup Field without Writing Code

Ahmad Sammour's photo
Ahmad Sammour
·

2 min read

Introduction

In some scenarios, makers have to filter lookup fields to display proper records for a related table on a specific form. Below is a comparison table for each possible way to do so,

Out of the boxJavaScriptbyld.dev
Filter based on another lookup field with 1:N relationship✅✅✅
Set the filter based on a system view✅✅✅
Conditional filtering❌✅✅
Custom complex filter❌✅✅
Can filter Header control❌✅✅
Can filter BPF control❌✅✅
No code✅❌✅

Apply a custom filter with byld.dev

  1. Create a new byld flow

  2. Click Edit to start configuring your flow

  3. Set the proper trigger for your flow

  4. Add a new step "Apply lookup custom filter"

  5. Configure the step by filling in the below

    1. Choose the control you want to apply the custom filter on

    2. Write the logical name of the table you're filtering on

    3. Filter: Add the filter Xml tag

💡
You can download FetchXml from a view filter and take the filter tag and add it to the step

And then Publish!

Ready to dive deep? Here is a 4.5 minute video to explain and demonstrate how to do this with no-code using byld flows

https://www.youtube.com/watch?v=UytOneWgKHQ

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Get it from AppSource

powerappsNo Codebyld