This tutorial will show you how to enable filtering for custom subgrids or lookups, to only show records that each are connected to the same record via a lookup field.
In the standard solution, this feature is already enabled where it makes sense.
A perfect example would be Leave Request subgrid on the Digital Personal File where only records are shown that are connected to the current employee and not all employees.
Configure Lookup for custom subgrids and fields
Objective
Prerequisites
- You are the system administrator
Click Through
- Start in make.powerapps.com
- Go to solutions
- Select the solution you use for your customizations
- Click on Add existing
- Select table
- Search for the table that you added a custom subgrid or look-up field to and select it
- Click on Next
- Under the table name click on Select objects
- Select the Forms tab
- Select the form you added the look-up field or subgrid to
- Click on Add
- Click on Add again
- If you already created the customized field beforehand the Form was most likely already added to the solution you use for your customizations. If that’s the case the steps outlined above are not necessary for you and it's enough for you to follow this tutorial from this point forward.
- In the 'Objects' column on the left search for the table you just added
- Click on the arrow next to the name
- Select Forms
- Click on the name of the form you just added
- Navigate through the form to find your look-up field or subgrid
- Click on it
- A column pops up on the right of your screen
- Under Display options check the field next to Show related records
- Save and publish
Hint
- In the standard solution this option is already enabled for many fields.
Result
