Forums

Forums / General Discussions / Dependent Lookup Values in TPC Form

Dependent Lookup Values in TPC Form

3 posts, 1 answered
  1. Diana Diana Correa (MiddleEast)
    Diana Diana Correa (MiddleEast) avatar
    10 posts
    Registered:
    10 Feb 2021
    11 Feb
    Link to this post
    We have two lookup fields on the CRM entity which are dependant. How do we configure the dependency at the form level in sitefinity Forms using Portal connector widgets?
  2. Eric Mann
    Eric Mann avatar
    9 posts
    Registered:
    16 Oct 2020
    15 Feb in reply to Diana Diana Correa (MiddleEast)
    Link to this post
    I did this by using Filters and Data / FetchXML on the Lookup Widget. 
    Filter - define one of the dependent lookups ( A ) in the Filter for lookup ( B ). 
    Data / FetchXML - filter Fetch based on above.
    Then I hide / show using Rules Manager on the Form to give more intuitive user experience. 

  3. Patrick
    Patrick avatar
    33 posts
    Registered:
    20 Apr 2020
    Answered
    19 Feb
    Link to this post
    Thanks Eric for sharing that, that's exactly right.

    Diana, you can review this document for more clarification on how to create and use filters: https://www.crmportalconnector.com/developer-network/documentation/how-tos/mvc-based-widgets/using-the-filters-tab

    We're currently working on adding points for other filter types, but the same principle applies. You would create the filter in the widget which has a dependency, and you would select "Field Value" in the "Filter Type" dropdown. Then in the "Value" dropdown, select the field you'd like to filter on.

    Hope this helps!

    Patrick
    Last modified on 19 Feb 2021 14:02 by Patrick
3 posts, 1 answered