hello all,
is there an option or pluging which will allow us to change the field realted records filtering if different field contain data.
id.
I like all client which has account type (A) can access a lookup filed with a different Default view then Client which has Account type (B) and so on.
Many thanks,
PJ
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Hi,
Following URLs will help you in achieving this:
mscrmmindfire.wordpress.com/.../filtering-lookup-depending-upon-the-optionset-value
crmadminassist.com/microsoft-dynamics-crm-dependent-lookups
www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter
community.dynamics.com/.../154933
www.powerobjects.com/.../filtered-lookups-vs-dependent-option-sets
Hi Inogic,
Thanks for the links above. below is what I like to achieve.
Have a optionset and a lookup filed on Entity called "new_main"
optionset has 3 different value ( 1,2,3) filed name "new_option"
lookup called "new_lookup" relationship with Entity name "new_info"
"new_info" Entity has two fields,
Primary filed which is text and a optionset
there are 150 records save on the "new_info" Entity
back on the first Entity call "new_main Entity
if optionset "new_option" value 1 is select
like to only show record 1 to 50 on Lookup filed.
if optionset value 2 is select
like to only show record 51 to 100 on the Lookup type
if optionset value 3 is selected
like to only show record 101 to 150 on the lookup type.
Many thanks,
Hi,
We think that you want to filter the lookup field based on the another field value. If we are correct then you can achieved this by using script. Please refer the below links which may help you to filter the filed.
http://www.inogic.com/blog/2015/08/apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script/
http://www.inogic.com/blog/2014/12/how-to-show-filtered-lookup-dialog-in-dynamics-crm-through-script/
HTH!
Thanks!
Sam
hello all,
Is there an option or plugin which will allow us to change the field related records filter view if different field contain data.
i.e.
I like all client which has Account type (A) Access a lookup filed with a different Default view then Client which has Account type (B) and so on.
Many thanks,
PJ
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