Microsoft Dynamics CRM (Archived)

add Custom view

(0) Share

Report

Posted on by Hamzeh Zawahreh

3,674

dear all,

i have this scenario:

i have list of volunteers(contact entity), and someone will make a volunteer request(custom entity) according to some conditions, after that i use plugin to have list of volunteers that matching requested skills and copy them to third entity called volunteer request selected (custom entity) this entity have volunteers Id, volunteer request Id and it's own id.

my problem is when i in another entity and have a lookup to volunteers(contact entity) called "new_volunteer", but i need to load all volunteers with specific volunteer request Id. i suppose that i have volunteer request Id ( i get it using window.top.opener.Xrm.Page.data.entity.getId().

i know that i have to use addcustomview.

is this code javascript below true (cause i have an error):

i need for sample load all volunteers in request2 (req2)

thanks all in advance.

*This post is locked for comments

I have the same question (0)

All responses (10)

Answers (0)

Community Member on at

Like (0)

Report

RE: add Custom view

Hi,

Please show the error?

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

RE: add Custom view

What's the error now Hamzeh?

Was this reply helpful? Yes No
Hamzeh Zawahreh 3,674 on at

Like (0)

Report

RE: add Custom view

yes aileen, i used advanced find to build it and it's returned result when i run it,

but when i copy it to js function and add it to form load event it's have and error.

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

RE: add Custom view

Hi Hamzeh,

Have you tried to build the XML using the advanced find?

It would help you so much.

Thanks.

Was this reply helpful? Yes No
Hamzeh Zawahreh 3,674 on at

Like (0)

Report

RE: add Custom view

not worked with my case, i want to know if my addCustomView is valid as my example.

aileen i remove the preSearch and it's still not worked :(

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

RE: add Custom view

Hamzeh,

For the linked entity (Parent)

You can use this method:

missdynamicscrm.blogspot.sg/.../crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

Thanks,

Was this reply helpful? Yes No
Hamzeh Zawahreh 3,674 on at

Like (0)

Report

RE: add Custom view

dear Mahadeo Matre

the addCustomFilter will not work with linkentity

Was this reply helpful? Yes No
Suggested answer

Mahadeo Matre 17,021 on at

Like (0)

Report

RE: add Custom view

check this code..

function addEventHandler() {

// add the event handler for PreSearch Event

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

}

function addFilter() {

//check if the city is not empty

if (Xrm.Page.getAttribute("address1_city").getValue() != null) {

var city = Xrm.Page.getAttribute("address1_city").getValue();

//create a filter xml

var filter ="" +

"" +

"";

//add filter

Xrm.Page.getControl("parentcustomerid").addCustomFilter(filter);

}

}

More details are here

https://community.dynamics.com/crm/b/mscrmshop/archive/2013/10/24/addcustomfilter-method-for-lookup-control-in-crm2013.aspx

might be helpful..

Was this reply helpful? Yes No
Hamzeh Zawahreh 3,674 on at

Like (0)

Report

RE: add Custom view

hi aileen here is the contact view (volunteer)

and here the fetchxml

and here is the selected entity custom entity

and here where i am need to filter lookup using fetchxml and link entity using addCustomview

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

RE: add Custom view

Hi Hamzeh,

What error you got?

i am not sure your current design, can help to elaborate more by screenshot?

Btw if you use this method: addCustomView(params)

You dont need to have this addPreSearch function

Xrm.Page.getControl("new_volunteer").addPreSearch(function () { addLookupFilterVolunteer(); });

You only need to call the real function: 'addLookupFilterVolunteer'

Thanks,

Was this reply helpful? Yes No