Filter lookup values by another lookup value in Dynamics 365 or Dataverse Power Apps form
In Dynamics 365 or Dataverse Forms, you can choose what items to display and selectable for a lookup field depending on another lookup. For example in below form we have Customer lookup (Parent) and Bank Account (Child) Lookup. By default the Customer lookup display all active customers and Bank account display all bank accounts.
But the requirement is When a User selects a customer using the customer lookup, the Bank account should only display the bank accounts related to that selected customer.
Follow the steps below for this scenario.
Step 1 – Update the properties of Child Lookup bank Account
Open Power Apps Solution and Open the forms asset of parent form here the parent form is Investment. On the investment form click on the child lookup Bank account and go to the property panel display in right side. Expand Filtering option and in the first dropdown choose the parent lookup field here its customer field.
In the second dropdown the relationship should auto select if only one relationship is there. If multiple relationship is there you have to choose correct relationship.
Now Publish the form
Step 2 – Test the filter
Open the form in live and select a customer and now click the bank account lookup, you will see the related bank accounts of the customer selected.
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