Restrict the 'Customer Lookup' to a filtered set of customers in the case entity

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Posted on by Steady

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Hi,

I am trying to limit the customers that are displayed in the 'Customer' lookup in the case entity. I have already restricted it to Accounts only and removed the contacts from this field, but I would now like it to just show Accounts that have a relationship type as 'Customer' (from the account entity).

Is anyone aware of if and how this could be achieved? I'm not a coder, so I am unable to write any scripts.

Appreciate any suggestions and help that can be offered.

Cheers, Will

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Rawish Kumar 13,758 on at

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Hi,

You can go to Customizations > customize the system > Entites > account > Views > Account lookup view and add the condition as relationship type =customer.

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StefanS365 3,575 Most Valuable Professional on at

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Hi Will,

You should add a view to the Account entity where you filter the accounts based on the existing relationship type as 'Customer'.

Then you should set this as fixed view in the lookup on the Case form, and let users not be able to change the view of the lookup.

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Rawish Kumar 13,758 on at

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ledgeviewpartners.com/.../customize-lookup-views-in-dynamics-crm

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Steady 115 on at

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Thanks Stefan, I've done the first bit of this, but the Customer filed in the case entity (customerid) does not have the option to apply a filer in the field properties. Other lookups, such as Contact, do have this option. Am I missing something?

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gdas 50,091 Moderator on at

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Hi Will,

You will not get customerid field in the condition of the lookup view. You can try with different field or you have to write code in this case.

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StefanS365 3,575 Most Valuable Professional on at

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Goutam is right about this restriction, but you could add a view to the Account entity so users are able to select that in from the lookup to get the right selection of Customers.

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Steady 115 on at

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Thanks Goutam and Stefan. I'm happy to use some code and I suspect I need some in the events section of the field properties, but I have no idea where to start writing it and I just don't understand it. If someone could prepare it for me and tell me where to put it, I'd be really appreciative (but that's a big ask).

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gdas 50,091 Moderator on at

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Hi Will,

You can have a look below reference -

www.powerobjects.com/.../restrict-customer-lookup-to-accounts-or-contacts-in-dynamics-crm

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Steady 115 on at

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Hi Goutam,

So this is the cost I have running which removes the contact lookup and just leaves the account - and this works fine.

-------------------------------------------------------------------

function defaultcustomer(){

Xrm.Page.getControl("customerid").addPreSearch(addFilter);

}

function addFilter()

{

var customerAccountFilter = "<filter type='and'><condition attribute='contactid' operator='null' /></filter>";

Xrm.Page.getControl("customerid").addCustomFilter(customerAccountFilter, "contact");

-------------------------------------------------------------------

What I need to do now is add an additional filter to only show accounts with a Relationship Type (CustomerTypeCode) equal to 'Customer' (Value of 3 in the option set). I've tried to add it in here but I just get errors. Can you help?

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gdas 50,091 Moderator on at

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Try with this -

function defaultcustomer() { Xrm.Page.getControl("customerid").addPreSearch(addFilter); } function addFilter() { var customerAccountFilter = "<filter type='and'><condition attribute='customertypecode' operator='eq' value='3' /></filter>"; Xrm.Page.getControl("customerid").addCustomFilter(customerAccountFilter, "account"); }

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