Problem with addCustomFilter() to filter lookup field

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Posted on by DiePic

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Hi all

First, I'm completly new with javascript .....

I try to add a custom filter to my lookup field and I've copied this function from Microsoft Learn (https://learn.microsoft.com/it-it/power-apps/developer/model-driven-apps/clientapi/reference/controls/addcustomfilter).

The script is inserted in OnLoad event of page and work until red line, without giving errors (I put some popup to know where ) ... can somebody explain me where I'm mistaken?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

The answer is - you declare a function but you don't use it. Check this post - it gives a better explanation of how the filtering works - www.inogic.com/.../

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CRMJetty 3,512 on at

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Hello DiePic

I made a custom entity and I'm trying to get the name or id or anything that could work of an account from a lookup, and to apply a filter with that account on another lookup on opportunities, it means advance filter in lookup. below code i have done and its working for me.

Try with this -

function OnChangeOfAccount() {
Xrm.Page.getControl("opportunityLookpField").addPreSearch(function () {
addLookupFilter();
});
}

function addLookupFilter() {
if (XRM.Page.getAttribute("Accountlookuofield") != null) {
var account = Xrm.Page.data.entity.attributes.get("Accountlookuofieldt").getValue()[0].id; // Xrm shhoud be smalll not like XRM
if (account != null) {
fetchXml = "<filter type='and'><condition attribute='parrentaccountid' operator='eq' value='" + account + "' /></filter>";
Xrm.Page.getControl("opportunityLookpField").addCustomFilter(fetchXml);
}
}
}

I hope it helps,
Thanks.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.

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DiePic 448 on at

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Thanks for reply a33ik and Maulik Shah
Your suggestion had make me find new material for my studies.

Now I've this script that apparently work well, but when I select the lookup field and press ENTER, the list is complete ... not filtered.

For all the rest i's working well.

Can you help me to correct this error?

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a33ik 84,331 Most Valuable Professional on at

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Replace this line

with the line

if (formContext.getAttribute("ath_utente_collegato").getValue() != null) {

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DiePic 448 on at

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Hi a33ik

Your suggestion make me discover more concepts...

I've changed a little my script because I want that filter is starting every time that I press enter on lookup field.

Now the list is always complete (not filtered) and give me this error.

Can you help me more?

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a33ik 84,331 Most Valuable Professional on at

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Remove the "order" part - it shouldn't be there

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DiePic 448 on at

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Thanks a lot a33ik

now it's working well !!!

Please only for my knowledge, there is a way to insert the string XML with order or not?

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a33ik 84,331 Most Valuable Professional on at

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There is no way, as far as I know. It's possible to use only filters/conditions inside - so basically that's related to filtering.

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