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Microsoft Dynamics CRM (Archived)

JS for related record filtering in BPF - Dynamics 365 online

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Posted on by Community Member Microsoft Employee

Hi, My requirement goes like this: 

I have a Quote lookup on Opportunity form body and on the business process flow. I need to filter the records of quote which come up in the lookup to only the records related to current opportunity and whose status is not revised. On the form body this is easily done through a JS and OOB related record filtering feature. But I need the same functionality on BPF as well. For this I have tried with JS and got the BPF filed control with: Xrm.Page.getControl("header_process_bc_refquoteid").getAttribute(). I need current record id of opportunity in the fetch query, but the code is giving an error of invalid argument. The query is something like: Get the quotes where status!=7 and oppId = current record id. Below is the code snippet. Pls help.

8765.js.PNG

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: JS for related record filtering in BPF - Dynamics 365 online

    Hi Ravi, thanks a lot. This worked perfectly.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: JS for related record filtering in BPF - Dynamics 365 online

    Hi Brinda,

    Can you pass the oppid variable like this '"+oppid+"' in the fetch and test
    <condition attribute='opporunityid' operator='eq' value='" + oppid + "'>

    You might also need to remove the braces "{", "}", for this use can use java script replace method. something like this-

    var finalid = oppid.replace("{","").replace("}","");

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: JS for related record filtering in BPF - Dynamics 365 online

    Also, pls note that the code works perfectly fine if instead of $(oppId), I pass the actuall GUID of opportunity record that is opened. It would be really helpful if someone can help me on how to pass the record id in fetch. Thanks

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