PCF-Controls icon indicating copy to clipboard operation
PCF-Controls copied to clipboard

Lookup to dropdown filtering not working

Open karmartiny opened this issue 1 year ago • 9 comments

I can't seem to get the filtering column settings to work on the Lookup to Dropdown list control. Does it matter if I have the "Filter by related rows" ticked or not? I've tried every combination I can think of. Do you have an step-by-step example of how to use this feature? Thanks!

karmartiny avatar Jul 24 '23 19:07 karmartiny

Here is the working example I have on my demo tenant: https://www.screencast.com/t/GHEt2MfH5Zfk

I just set the Filtering Column in the PCF configuration image

MscrmTools avatar Jul 25 '23 14:07 MscrmTools

Thanks for the reply. That is how I have my child field set up, but the filtering isn't doing anything. I know I have my relationships set up properly because if I use the default Lookup component and set up the Filtering, it works as expected. Any thoughts on what I'm missing?

My settings: (I want to filter the SMS Practice field based on the SMS Area selected) image

Lookup to Dropdown is showing all records: image

Default lookup component has filtered out some records: image

karmartiny avatar Jul 31 '23 17:07 karmartiny

Have you tried using Classic Mode Form Designer? I was able to add my filter that way successfully, but it seems I cannot set any properties using the modern designer.

StillLearning1 avatar Aug 24 '23 19:08 StillLearning1

I am unable to get the filtering to work either. The OOB filtering on the lookup controls works. Please can you provide a screenshot of the filtering options used (in the classic interface) These are mine which don't work

image

marcuscrm avatar Oct 09 '23 16:10 marcuscrm

I switched to using this control instead: https://pcf.gallery/lookup-dropdown-pcf/

Here are my notes:

image

image

image

StillLearning1 avatar Oct 09 '23 16:10 StillLearning1

Can you try to configure this in classic editor? It seems there might be a bug in defining custom controls properties for lookup in modern designer

MscrmTools avatar Oct 11 '23 11:10 MscrmTools

Hi, I'm experiencing the same behavior: the OOTB filtering functionality works fine on the column but when I add the control the filter is ignored. I tried several times to set the configuration from the classic editor but to no avail. @MscrmTools Could you please show an example of correct configuration of the filtering in the classic editor?

Thanks

gregoriorossi avatar Nov 08 '23 08:11 gregoriorossi

I also tried using this control yesterday, and I could not get the filtering to work. I was using the classic editor, and also installed the latest version.

StillLearning1 avatar Nov 08 '23 13:11 StillLearning1

Here is a short video of the control working with dependent lookup https://www.screencast.com/t/4wxGETyOmhl

And the configuration in classic mode (sorry it's in French, but the configuration is simple) image image

MscrmTools avatar Nov 08 '23 16:11 MscrmTools