Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
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

  • Premz Profile Picture
    Premz 50 on at
    RE: Party List customization in appointment form

    Please check my post above.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Party List customization in appointment form

    Hi Prem,

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

    Thanks,

    Sunil.

  • Verified answer
    Premz Profile Picture
    Premz 50 on at
    RE: Party List customization in appointment form

    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

  • Premz Profile Picture
    Premz 50 on at
    RE: Party List customization in appointment form

    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.

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Party List customization in appointment form

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

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans