[Phone call] - Custom filter on partylist field "to"

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Posted on by Hicham GRC

200

Hi,

I Want to apply a custom filter to the field "to" of phone call activity. The idea is to dispaly only the contacts related to a company.

I used a javascript code in order to achieve this, but it looks like the filter doesn't apply.

Here is my code :

addLookupFilter = function(_context) {
			
	 var fetchXml = "";

	 _context.getControl("to").addCustomFilter(fetchXml, "contact");

}

formContext.getControl("to").addPreSearch(function () {

	addLookupFilter(formContext);

});

Thanks,

Hicham

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Hi Hicham GRC,

I tested with the following code and it could work:

function onLoad(executionContext){ formContext = executionContext.getFormContext(); formContext.getControl("to").setEntityTypes(['contact']); formContext.getControl("to").addPreSearch(addLookupFilter); } function addLookupFilter(){ var fetchXml = ""; formContext.getControl("to").addCustomFilter(fetchXml, "contact"); }

This is my account and it's contact:

Result:

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Hicham GRC 200 on at

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Hi Steve,

Thanks for the help !

I added the line ?formContext.getControl("to").setEntityTypes(['contact']); and turned off the automatic resolutions on the field and works fine ! Otherwise, it always dispaly recent records when you click on the field.

KR,

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