Dynamics 365 Education and Knowledge

Working with lookups provide you many possibilities regarding filtering the records displayed in the lookup. You can do it by using the out of the box related records filtering in the lookup field properties, however and in some scenarios, this approach does not provide what you need. Therefore, writing JavaScript code is mandatory to achieve what you want, which is the topic of this post In other post, we saw how to filter lookup field in JavaScript using the function addCustomView In this post, we will see how to filter a lookup field in JavaScript using addPreSearch and addCustomFilter functions . For the sake of this post, we will filter the Parent Account lookup in the account form based on the category field