Hi,
I have to place Depot(Lookup from accounts where the Optionset Field Business Type is Dealer )in case . I have placed Lookup of accounts in Case but now I need to filter the value . How can I make this
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Hi,
I have to place Depot(Lookup from accounts where the Optionset Field Business Type is Dealer )in case . I have placed Lookup of accounts in Case but now I need to filter the value . How can I make this
*This post is locked for comments
Hi,
Unfortunately, you won't be able to change the properties of the field added to the BPF.
As mentioned by HIMBAP as well, the option you have is to use JavaScript code.
You can refer the below link for the methods supported for lookup.
msdn.microsoft.com/.../gg334266.aspx
In the list, the easiest would be to use setDefaultView which will set the default view but this option will also show other views as well (i.e. user can change the view and select the records from other views)
The best would be to use addCustomFilter, this will ensure that users will only see the desired records irrespective of the view selected.
Hi Ravi,
Sorry , but I forgot to tell ,this field is in the Business process flow. Do I have customization option for this?
Hi,
You can change the lookup properties and specify the default view as "Accounts(Depot) view" and also set this view under show only selected. This will only show this view from this lookup.
Below is the screesnhot to set 'Account I follow' view
Hi Himba ,
But , I need to filter only one view..
I have so many choices to choose from like Active Accounts view, Accounts(Depot) view , Accounts I follow view. But I need a fixed view only Accounts(Depot) view to show ..How can I do this?
You can use simple one line fetchxml filter to show only dealer type account, refer this post for your reference: blogs.msdn.microsoft.com/.../addpresearch-and-addcustomfilter-in-crm-2013
Thanks.
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