How to display a field other than the primary name field in lookup field’s selection tag

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Posted on by CalvinDale

When I create a new record in a related table that has a lookup field, I would like the selected value(s) of the lookup field to display a column value other than the primary name column value for the related table. Is this possible?

Here is why I seek to do this. I have a legacy system table that stores GUID and name associations (among other fields). The GUID/name associations are used as a lookup field for a field in another related table. Whereas the GUIDs are permanent, the names associated with the GUIDs occasionally change over time (and are therefore not unique within the table). For this reason, the GUID is the primary name column in the imported table rather than the associated name. When creating a record in the related table (the many side of the relationship), I would like the lookup field to display the name field rather than the GUID field after a selection is made in the selected value tag (i.e., on the create new form for the entity on the many side of the relationship). The display value for the tag (button? or label?) evidently is not affected by the lookup view design. Hence, I wonder if this is even possible. If so, it would improve the user experience.

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v-xiaochen-msft on at

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Hi @CalvinDale ,

Did you use Canvas app ?
If you use the canvas app and you want to show a certain column to the user, I suggest you use the combo box control.

I assume I have a table 'Test 77S' . It has a lookup column 'TestLookup'. Its related table is 'Test 66S'.

Please refer to the steps below:
1\ Set Items property of combo box control to:

Choices('Test 77S'.TestLookup)

2\ Set other properties of combo box control like pictrue:
// You could choose the columns you want to display

In addition, If you do not use the canvas app, you can modify 'view'.

// Assuming that 'Test3' column is shown to the user, please set it as shown in the figure above.

Best Regards,
Wearsky
If my post helps, then please consider Accept it as the solution to help others. Thanks.

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CalvinDale 15 on at

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Hello and thanks for the response. Actually, it is a model-driven app.

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v-xiaochen-msft on at

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Hi @CalvinDale ,

So, I considered this situation.
Please try the second solution I mentioned above and tell me if it works for you.

Best Regards,
Wearsky
If my post helps, then please consider Accept it as the solution to help others. Thanks.

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CalvinDale 15 on at

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Thanks. Your second solution is also applicable to a canvas app and is not applicable to a model-driven app.

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Community Power Pla... on at

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Hi Calvin Dale,
Did you able to find a solution for this in Model Driven App?

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Power_Thomas 6 on at

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Yes also looking for a solution but in a Model Driven app

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Rkaur 84 on at

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Hello, Did you find any solution for this.. To display some other column value on the lookup field instaed of the primary name column value ?

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ExplainItSlow on at

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For Model Driven: You should be able to go into "views" under the table you are searching and select the default "Quick find View" to edit, In the right column there are many options for customization of this view, including which columns to show and which columns to search.

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Rkaur 84 on at

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Hi,

Showing a quick view form benetah the lookup column is the only alternative to show whatever otehr column i wanted to display... however, the ask is, the lookup column itself should show some otehr column instaed of the primary key column for that table. For eg. for contacts primary column could be contact number instaed of name. so when you select contact lookup on account form you wud actually see a number displayed on lookup rather than a name. Since thats the primary column for contact entity. The laternative was to add a quick virw under the lookup column to show contact full name. But its not posisble to show full name on lookup column itself.

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RamyEdrees 45 on at

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Check out this video :)
https://www.youtube.com/watch?v=ICLGQ1cIo9M&t=507s

It is by Lisa Crosbie

1 people found this reply helpful.

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