With the deprecation of Outbound marketing, we are switching over the Real Time Marketing and using their forms.
In RTM forms, you are unable to filter (or perform any workaround) to change the filter view for a lookup field dependent on previous answers to previous questions.
The requirement:
Depending on the value selected in a CHOICE field question, ammend the values displayed in a LOOKUP field question. So the View used in the lookup question can be ammended depending on the CHOICE selected in the previous question.
For example, if question 1 in a form is select question (eg. male or female). I want to amend the view used in the lookup question 2 (eg. type of class where classes are separated by gender so we only want to show male or female classes) .
There was a workaround in outbound marketing where you could have 2 questions asking about classes with different views (2 entities in msdyncrm_marketingformfield table with different views). You could then add a script tag to hide the field you did not want depending on the choice in question 1.
In Real Time Marketing, you cannot have more than 1 question referring to the same field on lookup or contact and so cannot use this workaround.
Please either add a custom filtering functionality or allow us to add duplicate fields to a form.
Comments
I strongly agree this is needed. I create monthly reports that include form submission totals, and I need to manually checkbox each submission from the previous month just to count the number of totals. I do not want to export an excel file every month as the file is large. We should be able to filter on the dates instead of just sorting from A-Z.
Category: Marketing Pages, Forms, and Surveys
Strongly Agree as this is very common requirement to filter lookups based on prior field (either choice or Lookup) selection.
Category: Marketing Pages, Forms, and Surveys
This is a very common business requirement we have faced with multiple customers and much needed for RTM webforms.We have resorted to recommending third party form builders to do the filtering, and using capture forms to ingest the data to Customer Insights Journeys.Or have had to replicate the data structure by creating optionsets for the lookups we would like to filter. Optionsets can be filtered in RTM webforms, but not lookups.
Category: Marketing Pages, Forms, and Surveys
Administrator on 4/10/2025 1:47:18 PM
Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future. Sincerely, Petr Jantac, Microsoft