web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Party List customizati...
Microsoft Dynamics CRM (Archived)

Party List customization in appointment form

(0) ShareShare
ReportReport
Posted on by Premz 50

Hi,

Is there a supported way to customize party list in appointment form. If the "regarding/regardingobjectid" field is an account then the "required attendees" lookup [field of type party list] should only display contacts related to the selected account.

By default it displays account records. I need to click on the "look up more records", to select the associated contact for the regarding account.  I have tried java script with presearch and custom filter it is not working. The custom view works fine when I click on ""look up more records" but not at the first place when I select the required attendees lookup. 

CRM version : 2016 CRM online

 

Thanks,

Prem

 

*This post is locked for comments

I have the same question (0)
  • Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    You'll find your options relatively limited there, because that functionality is defined by Outlook/Exchange, and not really driven by CRM.

  • Premz Profile Picture
    Premz 50 on at

    Wayne Walton. Thanks for the reply.

    I thought we should be able to customize this. Refering to the blog below.

    http://www.powerobjects.com/2016/03/24/filtering-partylist-fields-with-javascript-addpresearch/#collapse1

    The unsupported way:

    http://missdynamicscrm.blogspot.dk/2014/06/crm-20112013-filter-look-for-lookup-activity-party.html.

    I have tried both but it is not working.

  • Verified answer
    Premz Profile Picture
    Premz 50 on at

    I got the solution for my question. Yes we can customize the party list in a supported way. Thanks to "Vilas Magar" for providing the solution to my query in a different forum. The two lines of code mentioned below solved my issue.

    var lookupDataOAReqAttendees = Xrm.Page.getAttribute('requiredattendees').getLookupDataAttribute();

           lookupDataOAReqAttendees.setLookupTypes(['contact']);  

    CRM version : 2016 online 8.1

    Thanks,

    Prem

  • Community Member Profile Picture
    Community Member on at

    Hi Prem,

    Could you please let me  how this was resolved. I have the same issue. 

    Thanks,

    Sunil.

  • Premz Profile Picture
    Premz 50 on at

    Please check my post above.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans