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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Set lookup field to cu...
Microsoft Dynamics CRM (Archived)

Set lookup field to custom view with setDefaultView

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Posted on by fishyjj

I'm trying to set the "customerid" lookup field on the case form to a particular custom view that I've created. I am trying to use:

Xrm.Page.getControl("customerid").setDefaultView(viewGuid);

I believe I have the correct guid for the custom view I have created, but the lookup filter is not changing. The view I want to be used as the lookup is a view I created on the contact entity. Am I doing anything obviously wrong here? How might I go about accomplishing this? Thanks in advance for any help. 

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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Set lookup field to custom view with setDefaultView

    Hi,

     it could be that customerid lookup control will display data from the account/contact lookup views rather than from your view (since you can't configure a view for the customer lookup in the control properties). But a combination of addPreSearch/addCustomFilter might still work:

    www.powerobjects.com/.../restrict-customer-lookup-to-accounts-or-contacts-in-dynamics-crm

  • fishyjj Profile Picture
    fishyjj on at
    RE: Set lookup field to custom view with setDefaultView

    Thanks for your reply. This article addresses something slightly different than what I am trying to do. I have already created a view through configuration. When I use setDefaultView, and then open up the lookup dialogue, it works to show my view. BUT when I just search in the lookup, or just drop down the lookup, the proper filter is not applied. Do you know of any way to apply the filter that is used on the view I have already created?

  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: Set lookup field to custom view with setDefaultView

    Refer below blog.

    http://www.inogic.com/blog/2014/09/add-custom-view-in-lookup-and-disable-all-the-other-views/  

    If this answered your question, please make sure to Mark this as an Answer.

    Thanks!

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