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dynamically change view on polymorphic form field

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Posted on by JenniferK

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In my model-driven app, I have a polymorphic field, Resource that refers to 2 entity types-- Facility and LabourRate. On my form, I've set the Resource field to refer to a view from Facility and a view from LabourRate. Under some conditions, I need the Resource lookup to only show Facilities or only show LabourRates.

I think this should be possible by using javascript to temporarily change the lookup views that the Resource field refers to. But I'm not clear on the document model so I don't know how to best approach this.

Any hints or good info sources?

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Microsoft Dataverse with Power Apps

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Devikumari Krishna 988 Super User 2024 Season 1 on at

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Hi @JenniferK ,
Please find the link below which is very useful for multi table lookups (polymorphic field)
Multi-Table Lookup/Polymorphic Lookup Field in Dynamics 365 CE – Dynamics 365 CE and Power Platform (wordpress.com)
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Bipin D365 971 on at

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Hi,

Use below javascript code to achieve your requirement.
function onLoad(executionContext){ formContext = executionContext.getFormContext(); var isFTE=formContext.getControl("msft_isfulltimeemployee").getValue(); alert("Full Time Employee"+isFTE); if(isFTE=="Yes") { alert(1); formContext.getControl("new_polymorphicfieldid").setEntityTypes(['bc_visit']); } else { alert(2); formContext.getControl("new_polymorphicfieldid").setEntityTypes(['bc_building']); } }

I have created the polymorphic lookup field pointing to Visit and Building entity.

Add this code onload and onchange of field event.

Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: https://xrmdynamicscrm.wordpress.com/

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Ram Prakash Duraisamy 5,593 Super User 2025 Season 2 on at

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Hello @JenniferK,

You can try below code

1. Navigate to https://make.powerapps.com
2. Click Dataverse
3. Expand Table where Polymorphic field available
4. Click Forms
5. Open Main Form then Click Events --> Click Add Library --> Click Create New Webresouce --> name it and select type as Javascript and write below code

function SetDefaultView(executionContext) { var formContext = executionContext.getFormContext(); if(formContext.getAttribute("FIELDTOVERIFY").getValue()===true){ var customerControl = Xrm.Page.getControl("FILEDLOGICLNAME"); if (customerControl.getEntityTypes().length > 1) { customerControl.setEntityTypes(['Facilities']); } else{ var customerControl = Xrm.Page.getControl("FILEDLOGICLNAME"); if (customerControl.getEntityTypes().length > 1) { customerControl.setEntityTypes(['LabourRates']); } }}

Click Ok and in the ONLOAD operation call the funciton SetDefaultView

Thats it 🙂

Save Publish and Refresh the Form to cross check

Please mark as Answer if it is helpful and provide Kudos

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