Lookup column on View

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Posted on by CrmUser101

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I am creating view on Doc table , which has lookup column to doctype

In a view I am adding filters doctype eq to doc1,doc2,doc3 then show documents

Question is in current environment it is working as expected, but when I move solution in higher environments, where doc1,doc2,doc3 not present right, will be added later

will it still work?

on view when you check equals to doc1,doc2 , doc3, it matches with exact text or guid?

How can I resolve this issue?

Thanks,

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Microsoft Dataverse with Power Apps

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MarioRing 541 Super User 2024 Season 1 on at

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For queries like:
[Lookup column] equals [specific record]
the System searches using GUID of the chosen record(s).

That means the view may not work properly in different environments, because the chosen record may have a different GUID.

To solve this issue, you can either:
Change the filter operator from "equals" to "contains" or "begins with" and type a related record label (if it is unique)
Use XRMtoolbox plugin "Data Transporter" which allows you to copy records between environments preserving the same GUIDS on both.
Tip: This is also applicable to Business Rules.

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