Today’s tip is from Amey “Anything But Code” Holden. You can drop your priceless tip into our tipping jar too, thank you very much!
I (Amey, not me – t.j.) often see users struggle with the confusing behaviour of lookups in model-driven apps. Typical sketch from an average week of consulting with model-driven apps looks like this:
|User||Clicks on the lookup column on a form|
|User||Confused – “there’s nothing there, it’s not working”|
|Expected behaviour||Show me a list of available values to select|
|Me||“Start typing – what are you looking for?”|
|User||Types what they are looking for|
|Lookup Column||Does nothing|
|User||More confused – “there’s still nothing there”|
|Expected behaviour||Filter the list of available values that match what I am typing|
|Me||“Oh yeah ok now press ‘Enter'”|
|Me||“On your keyboard. Return? Pointy Arrow Button? No not the delete one! Ok ok ok click on the search icon. No not that one. Aghhhh!”|
|**the process continues for a while until desired outcome is achieved or one of us gives up**|
|User||“ahaaa found it”|
|Me||“I’m sorry, lookups are confusing, **redacted** (t.j.) design, don’t worry it’s not your fault, you are still really smart” etc. etc.|
How to make this go away
- Go to https://admin.powerplatform.microsoft.com/
- Select the environment you want to update
- Select the Settings cog in the command ribbon
- Expand the Product menu
- Select Behaviour
- Update the Lookup Behaviour to the minimum amount possible for each of the options
- Minimum number of characters to trigger typeahead search: 1
- Delay between character inputs that will trigger a search: 250ms
Rinse and repeat for all your customers and environments – send all thankyou gifts to **redacted personal details for Amey Holden**.
Cover image “Ben to the Rescue” by dafuriousd is licensed under CC BY-NC 2.0
This literally happens all the time! Great tip.
Great tip! Thanks for sharing
Much wow, very cool
[…] Now, if you go to the Opportunity form, you will no longer see the recently viewed accounts. Want to take it a step further? Enable auto-search for lookup columns. […]
I may not be smart, but I can lift heavy objects. 😁
I always remove recent items from lookups, but I had no idea about the lookup behavior. This is amazing!