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Filter Owning Business Unit (OBU) Lookup

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Posted on by Alloylo

Hi all,

I have allowed the record ownership across business units feature in the environment and add the "Owning Business Unit" (OBU) lookup in the header of the form. I have added a team in the target BU which has several security roles to let the user choose it as owning BU for the record.

The problem is that the OBU lookup shows all the business units in the system and not just the related business units, which will be a big problem. I would like to show only the business unit that the user belongs to and the target BU which the user is a member of a team in it.

Is there a way to do it ?

Is there a way to get all the teams that the user is involved in?

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Microsoft Dataverse with Power Apps

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a33ik 3,306 Most Valuable Professional on at

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Hello,

How do you define "related business unit" criteria?

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Alloylo on at

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Hi,
The related BU is the business unit that the user is already in and the BU that has a team in which the user is added to.

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a33ik 3,306 Most Valuable Professional on at

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Hello,

I was typing the code just in VSCode + Github Copilot so it might be not 100% working but I hope you will get an idea. Attach the following code to OnLoad event of the form:

async function onLoad(executionContext) { var formContext = executionContext.getFormContext(); var teamFetchXml = [ '<fetch>', '<entity name="team">', '<attribute name="businessunitid" />', '<link-entity name="teammembership" from="teamid" to="teamid" intersect="true">', '<filter>', '<condition attribute="systemuserid" operator="eq-userid" />', '</filter>', '</link-entity>', '</entity>', '</fetch>' ].join(""); var teamResult = await Xrm.WebApi.retrieveMultipleRecords("team", "?fetchXml=" + teamFetchXml); var userBusinessUnits = teamResult.entities.map(function (team) { return team["_businessunitid_value"]; }); var userId = Xrm.Utility.getGlobalContext().userSettings.userId; var businessUnit = await Xrm.WebApi.retrieveRecord("systemuser", userId, "?$select=_businessunitid_value"); userBusinessUnits.push(businessUnit["_businessunitid_value"]); var businessUnitFilter = [ '<filter>', '<condition attribute="businessunitid" operator="in">', userBusinessUnits.map(function (bu) { return "<value>" + bu + "</value>"; }).join(""), '</condition>', '</filter>' ].join(""); formContext.getControl("header_owningbusinessunitid").addPreSearch(function () { formContext.getControl("header_owningbusinessunitid").addCustomFilter(businessUnitFilter, "businessunit"); }); }

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Alloylo on at

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Thanks for your help, I will try it

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