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Filter Lookup column in a Business Process Flow data step (Model Driven App)

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Posted on by kcward55

Hi all,

I am in the process of creating my first Business Process Flow. One of the data steps in my first stage is referencing a lookup column to the Account entity.

In my main form for the flow I have applied a filter to that lookup to only show accounts that have a 'CustomerTypeCode' of 'Client'.

I was expecting (hoping?) that the data step in the Business Process Flow would inherit the same filter as the form but that is not the case. In the flow all accounts are listed with no filtering.

If anyone knows how to apply filtering to the data step lookup column that would be most helpful.

Thanks,

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Microsoft Dataverse with Power Apps

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Shashank Bhide 946 Moderator on at

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I don't think BPF will inherit filters from the form. You can perhaps create a view on the account entity with required filters and use that as the default view on both the form as well as the BPF lookup view?

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Thenerdy 58 on at

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So how do you set up a filter on a BPF? I can do that within the form but the BPF doesn't by default follow suite. Presumably you have to do this in javascript?

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Community Power Pla... Microsoft Employee on at

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this will walk you through the steps needed to filter a lookup field in a BPF..
How to Filter Lookups in a Dynamics 365 Business Process Flow | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

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Thenerdy 58 on at

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Thanks for that - a shame that the default isn't to use the form that you have and create the same filtering that you have already created on the main form you're using the BPF from? It means you're managing filtering from more than one option.

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