You may have noticed that if you add a lookup field to one of your form fields, any recent entries of the same type will appear when you go to populate the field. In some scenarios, this feature is handy. But sometimes, we want to ensure the user searches the system for all possible matches and selects the most accurate one. With the ‘Recent Records’ showing, the user may choose a recent record without searching the system, leading to an incorrect selection. Some users also find this feature confusing. Therefore, in this blog, we wanted to share how you can disable this feature on your lookup field. Let’s use the ‘Account’ field on the Opportunity form as an example.
Note: The steps presented are only for illustrative purposes. For enterprise applications, changes should be made using Solutions in Dataverse for ease of deployment and management.
- In your favourite browser, go to Power Apps Maker Portal: https://make.powerapps.com/.
- From the left-hand navigation pane, go to Dataverse > Tables.
- In the All (tables) tab, search for Opportunity. From the results, click on the Opportunity table.
- Click on the Forms link to see the list of forms for the Opportunity table.
- Click on the Form name to open the form you want to update.
- In the form editor, select the lookup field.
- In the right-hand pane, notice the display options for the selected field. Check the ‘Disable most recently used items’ checkbox.
- Click Save.
- Finally, click Publish.
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.
