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Posted on by meenoo

7,316

How to edit a party list in CRM 2013?

I want to add a filter condition so that the 'To' and 'From' party lists show only certain users.

Thanks

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Aileen Gusni 44,524 on at

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Hi,

I hope this link can help you

missdynamicscrm.blogspot.com/.../crm-20112013-filter-look-for-lookup-activity-party.html

Thanks.

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meenoo 7,316 on at

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Oh ok..

So, we need to write a javascript function to accomplish this?

Can't we do this like we do for a lookup field view 'Related records filtering'?

Thanks

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Aileen Gusni 44,524 on at

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Yes.

I don't think it is possible because Activity Party is not a common Lookup field basically. And I don't find any way to filter using CRM UI, no setting when I go to Form Editor and to check. So use JavaScript.

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meenoo 7,316 on at

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Ok

Thanks Aileen :)

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