Filter lookup inside a Dialog- CRM 2015 Online

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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

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3
Henk van Boeijen On

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.