Disable Click Through on Lookup Values in Forms

Microsoft has introduced the Disable Click-Through on Lookup Values in Forms feature in Dynamics 365 Field Service, giving administrators greater control over how lookup fields behave on model-driven forms.

With this enhancement, lookup values can be displayed as plain text instead of clickable hyperlinks. This helps prevent accidental navigation to related records, allowing users to stay focused on their current task and providing a smoother, more efficient experience, especially in the Field Service Mobile app.

Let’s explore how this feature improves the user experience through a practical Field Service scenario.

Key Takeaways

• Display lookup values as plain text instead of clickable hyperlinks.
• Prevent accidental navigation to related records in model-driven forms.
• Improve productivity for Field Service Mobile users by minimizing workflow interruptions.
• Configure the feature using a no-code, out-of-the-box Lookup Control component.

Use Case –

Consider a field technician using the Field Service Mobile application to update a Work Order after completing a service task.

While updating the work order, the technician needs to verify the Service Account before changing the work order status.

By default, the Service Account lookup is displayed as a clickable hyperlink. On a mobile device, where interactions are touch-based, accidental taps are more common. If the technician unintentionally taps the Service Account lookup, the application navigates to the related Account record.

This interrupts the current workflow and requires the technician to navigate back to the Work Order to continue updating it. When this happens multiple times throughout the day, it creates unnecessary interruptions, slows task completion, and negatively impacts productivity.

By enabling the Disable Click Through on Lookup Values feature, the Service Account is displayed as plain text instead of a clickable hyperlink. This allows technicians to verify the required information while remaining on the current Work Order, reducing accidental navigation and enabling them to complete their tasks faster and more efficiently.

Steps to Configure Disable Click through on Lookup Values –

Follow the steps below to disable click through for a lookup field in a model-driven form –

1. Navigate to the Power Apps Maker Portal and open the form where you want to disable click through on a lookup field.... Read More