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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Mobile offline - A...
Microsoft Dynamics CRM (Archived)

CRM Mobile offline - AddCustomerFilter to lookup doesnot work in offline mode

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Posted on by awad

Hi,

Has anyone tried filtering the lookup in the offline mode on the mobile forms? The below javascript functions works in online but when i switch to offline mode, it does not work. It shows all the records in the lookup rather than based on the filtercondition that i applied. Any suggestions or work around are welcomed. 

Xrm.Page.getControl("fieldName").addCustomFilter(filterCondition);

Xrm.Page.getControl("fieldName").addPreSearch(filterFunction);


P.S : I have enabled the lookup entity to offline.


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  • Inogic Profile Picture
    Inogic 709 on at

    could you confirm the CRM version you are using. Do note that custom filter is not supported in Unified Interface (UCI). The mobile app i believe use the UCI interface.

    Please mark as verified if the answer is helpful.

  • awad Profile Picture
    awad on at

    Thanks for your reply. We are using CRM Online Version 9.1.

    Its working on the Mobile app when the app is online. but when i am switching to offline. it does not filter, even though i have enabled the lookup entity in offline mode and data exists in offline.

  • Suggested answer
    awad Profile Picture
    awad on at

    Hi all,

    Thanks for your responses. Actually i figured out after i got the tip after going through this tip

    As per the tip above, In the 2015 CRM Mobile App version, the lookup filter in mobile works on the primary field i.e name field of the entity.

    But In the latest 9.1, its changed it works for all the fields.  so my filter condition was

    <filter type="and">' + '<condition attribute="studentInfoId" operator="eq" value="' + StudentInfoId+ '" /> </filter>

    and it works well in the CRM Mobile App in Online mode. but when i was going offline, the above filter was not applied to lookup.

    So i used by senses after reading the tip above and applied filter on primary field i.e name field and it worked absolutely fantastic. 

    So take from this is, In the offline mode, the Filter Condition should be on the primary field of the entity. and it preSearch filter will not work if the filter is other than primary field in offline mode. 

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