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Microsoft Dynamics CRM (Archived)

Filtering Lookup

Posted on 25 Jul 2017 09:34:46 by 550

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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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on 26 Jul 2017 at 03:33:15
    RE: Filtering Lookup

    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.

  • HajiraRoshan Profile Picture
    HajiraRoshan 550 on 25 Jul 2017 at 12:38:26
    RE: Filtering Lookup

    Hi Ravi,

    Sorry , but I forgot to tell ,this field is in the  Business process flow. Do I have customization option for this?

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on 25 Jul 2017 at 10:17:34
    RE: Filtering Lookup

    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

    accountlookup1.png

    accountlookup1.png

  • HajiraRoshan Profile Picture
    HajiraRoshan 550 on 25 Jul 2017 at 10:00:51
    RE: Filtering Lookup

    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?

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on 25 Jul 2017 at 09:46:15
    RE: Filtering Lookup

    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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