Configure Customer lookup to show either contacts or accounts in Canvas Apps

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Debajit’s Dynamic CRM Blog

Happy new year to all my blog readers and this is my first blog of 2020. And how about starting with a simple one and that too on canvas apps!

So this was my customer requirement. They were designing a canvas app for their business users which was basically kind of contact management. And while designing the contact edit form, they needed to show a form similar to the below one.

image

important fields to consider in the above screenshot are “Parent entity” & “Is company contact”.

Parent Entity field is nothing but the Company name (parentcustomerid) field of the contact. “Is Company Contact” is a custom field of type boolean.

In short the requirement was if that if the contact is a company contact, then the Parent entity field should allow users only to select Accounts else it should allow users to select only contacts. We…

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