Infinity Lookup for Dynamics 365 Documentation
Usage
The following steps should be taken each time a new multi-lookup control needs to be added to a form.
Create a N:N relationship between the primary table and the lookup table. Make a note of the ‘Name’ as this is used in the control properties.
Create a ‘Single Line of Text’ field on the primary table where the infinity lookup control will be displayed. Make sure the max-length is large enough to store the selected values you’re expecting.
Note: Setting the Field Requirement to be Business Required will make the lookup control required on the form, ensuring one or more lookup values are selected, both on create and update of a record.Add the new Text field to the form of the primary table.
Edit the Field Properties for the field.
Under the Controls tab, select Add Control…
Select the Infinity Lookup control, and click Add.
Make sure to set the Infinity Lookup control as the selected Web, Phone, and Tablet control.
Fill out the Infinity Lookup control properties:
Lookup: The field bound to the control. Stores a comma separated list of names.
Relationship Name: Schema name of the N:N relationship.
Additional Fields: (Optional). Schema names of additional fields to display in the search results, as a comma separated list.
Search Fields: (Optional). Schema names of fields to search against, as a comma separated list. If unspecified, the primary field is used.
Search Filters: (Optional). The FetchXML filter to apply to the search. If unspecified, this defaults to Status = Active. Dynamic values from the form can be included in the XML using {{fieldname}}.
Max Search Results: (Optional). The maximum number of results to display in the search dropdown at once. If unspecified, this defaults to 50.
License Key (legacy): The legacy License Key provided by Magnetism after purchasing a license. No longer required.
Click OK to close the Field Properties, then Save and Publish the form.
Open a record from the primary table to see the new control.