1,431
Based on form data (a check box) look up field on form is required to returned different contacts. If Employer check box on form is checked look up field view should return only those contacts (filtered) who belongs to current form's employer other wise look up should return all contacts.
Any idea how to achieve it ? Please guide if multiple ways are available to do that. Will highly appreciate if a relevant link is shared.
Thanks
*This post is locked for comments
It this resolves your problem, spend few minutes to mark answers as suggested. Thank you.
Hi Yawer,
You need to create the custom lookup field, Kindly follow the below url:
www.c-sharpcorner.com/.../how-to-create-custom-lookup-view-in-crm2
Thanks
Hemant Sahu
Hi Yawer,
This is possible. You will have to use addPreSearch method or addCustomFilter methods given in SDK. Below link is the reference point for the same.
https://msdn.microsoft.com/en-us/library/gg334266.aspx#BKMK_lookupControlMethods
Below are the high level steps:
1. Register a JavaScript method on form's on load event.
2. In this method, register addPreSearch method for your lookup control. This will register a method in which you can change the filters dynamically at runtime. addPreSearch method will be called everytime user searches for lookup record in lookup field.
3. To set filter criteria, you can use global variable. Below is high level skeleton of the code:
Share
Report
All responses (
Answers (
var accountName = "xyz";
function onLoad()//register this event on your form's load event.
{
Xrm.Page.getControl("AccountLookupField").addPreSearch(filterAccounts);
}
function filterAccounts()
{
var customerAccountFilter = "<filter type='and'><condition attribute='name' operator='eq' value='"+accountName+"'/></filter>";
Xrm.Page.getControl("parentaccountid").addCustomFilter(customerAccountFilter, "account");
}
function setRunTimeFilterValue()
{
if(Employer checkbox checked)
{
accountName = "hello";//here your logic of employer will be placed
}
}
Kindly mark suggested answer checkbox if this resolves your query.
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,409
Most Valuable Professional
#3
nmaenpaa
101,156
