Filter An Entity's Drop Down Option in Model Driven App

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I have 2 entities:

company (fields include "items to purchase" and "name")

order (fields include "order number", "item 1 name", and "item 1 quantity")

the field "item 1 name" should be a drop down of choices from "items to purchase", how do I go about doing this in a model-driven app?

Question:

(assuming that both entities have multiple options sets) Is there a way to make the multiple option set choices of entity A reference or depend on the multiple select option set of entity B?

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @Anonymous

What you might want to look at is the Multi Lookup field. This as a direct functionality is unavailable. please see the blog:

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/135461/how-to-enable-multi-entity-lookup

What you can do is, create a 1:N relationship (simply create a look up field from order to company -- item 1 name is a lookup to items to purchase) and then add a subgrid to the form and reference the relationship and the view here.

For a simple lookup, the field refer to tthe primary value of the related entity and in this case if you create a simple lookup on the order to refer the company, it will point to the name (considering this is the primary field).

Hope this Helps!

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Community Power Pla... on at

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I'm still unclear on how "item 1 name" field can be a lookup to "contracted items" (another field in a related entity). "Item 1 name" should be the properties of a one option drop down and the options should coming from "contracted items". If "Item 1 name" is a single option drop down then I would have to attach it to a preset list of choices but I do not want to manually create a new list for every company that my company has a contract with.

Scenario: my company is partnered with other companies (X, Y, Z). There are two entities, "sales order form" and "partnered companies". The "partnered companies" entity has a field called "items contracted" which is a multi-option dropdown. For example, if Company X has a contract with my company to buy items 1-10 then "items contracted" will be Item 1, Item 2, ...., and Item 10. In the "sales order form" entity, a salesperson from my company first selects the partnered company and then proceeds to select the name of the first item in the purchase. If the salesperson selected Company X, the field "item 1 name" should be filtered from "items contracted".

Right now, I cannot find a way to filter the drop down for "item 1 name". "item 1 name" lists all the items possible for purchase.

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