74

Suggested Thu, 26 Dec 2013 07:00:00 GMT by Joe NewstromPlanned Mid Term
Category: User Experience

In 2013, Lookups are rendered first as a dropdown before "Look Up More Records" is selected. This is great for the User, however, the list presented always resolves alphabetically and doesn't respect the View Sorting criteria. As an example, if I have 3 records:

OPTION A (Display Order = 2)
OPTION B (Display Order = 3)
OPTION C (Display Order = 1)

But in my Lookup View I sort them based on text field Display Order as
OPTION C
OPTION A
OPTION B

In CRM 2013 the Options are sorted as
OPTION A
OPTION B
OPTION C

due to the alphabetical order. If I have a picklist of 15 options and I want the most popular 5 Options to display first, I have to make them display alphabetically first. There are ugly workarounds on this, but it would be nice if the lookup control would simply respect the view metadata that is already being used to query the records.

Status Details

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Lisa Mueller

Dynamics 365 UX Manager, Microsoft 

Comments (3)
  • Some of our heavy users would like the "Look Up More Records" option to appear at the top so they don't have to keep scrolling down to the bottom so they generally are unlikely to be selecting one of the first 10 records in our database.

  • Solving this bug would be a big step forward in user experience... Now the only workaround I've found is to put the Order number as a prefix in the primary field.
  • Thank you for your feedback. Currently this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future