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How can we filter a lookup that is in a page of the dialog process. E.g. I have a lookup to "incident" on Prompt and Response, I would like to filter it based on the value of a field in incident entity.

I tried:

  • Creating new views, also setting it as default.

  • addPreSearch and addCustomFilter on the field on the form(Not sure how to use these scripts inside the Dialog)

Any Ideas ?

Thanks you

Rakesh
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1 Answers1

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Unfortunately this is not possible.

As an alternative you could consider adding a query to the dialog and a page with a prompt having an Option Set (picklist) response type.

Henk van Boeijen
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  • Thanks Henk I tried this and it works. However, there might be hundreds of records in a lookup and it might not be feasible put them in a pick list. – Rakesh Oct 28 '15 at 13:45
  • I'm afraid that's the most you can get using dialogs. Your next option would be a custom HTML web resource and build your wizard from the ground up. – Henk van Boeijen Oct 28 '15 at 17:07
  • I agree with you on this, we modified the process a bit for this. Thanks Henk! – Rakesh Nov 11 '15 at 16:26