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Using addCustomFilter() to filter lookups in dynamics 365

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Posted on by Jamal JEK 35

Hi all,

i am using addCustomFilter() and the addPreSearch method to filter the "account" lookup in the opportunity entity, but it only works when i click the search button and when i try to type in field the filter doesn't work. is this normal? 

OpportunityTest.setParentAccountIdFilter function is set in the form Onload event handler.

pastedimage1601906642505v1.pngpastedimage1601906811235v2.png

var OpportunityTest = window.OpportunityTest || {};
OpportunityTest.setParentAccountIdFilter = function (executionContext) {

    // get the form context
    formContext = executionContext.getFormContext();
    formContext.getControl("parentaccountid").addPreSearch(OpportunityTest.filterCustomerAccounts);
}

OpportunityTest.filterCustomerAccounts = function () {

    // Only show accounts with the type 'marketingonly'equal to yes
    var customerAccountFilter = ""   ""  
        " ";
    formContext.getControl("parentaccountid").addCustomFilter(customerAccountFilter, "account");
}

Categories:
Customization / Solutions / SDK and API
  • Verified answer
    sdfasdf Profile Picture
    sdfasdf 840 on at
    RE: Using addCustomFilter() to filter lookups in dynamics 365

    Since you're using the PreSearch event, this event only gets triggered when you tried to do the search. Maybe you don't need to use the PreSearch event here. Instead, just add your custom filters using the OnLoad event, like this:

    var OpportunityTest = window.OpportunityTest || {};
    OpportunityTest.setParentAccountIdFilter = function (executionContext) {

    // get the form context
    formContext = executionContext.getFormContext();
    // Only show accounts with the type 'marketingonly'equal to yes
    var customerAccountFilter = "<filter type='and'>" + "<condition attribute = 'marketingonly' operator = 'eq' value = '1' />" +
    "</filter > ";
    formContext.getControl("parentaccountid").addCustomFilter(customerAccountFilter, "account");

    }

  • Verified answer
    gopi.royal999@gmail.com Profile Picture
    gopi.royal999@gmail... 430 on at
    RE: Using addCustomFilter() to filter lookups in dynamics 365

    I haven't tested it though, did you try by disabling Recent Records on the lookup?

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