1,875
Hi
I have two lookups both for Account entity. Lets call them Main and Connected. I want Connected lookup to be filtered and show only those accounts that are connected to Main lookup record with some specified role. Is that possible?
If yes, how?
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Hi,
This might help if I got your question right,
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//fieldname :that you want it to be filtered
//condition : can provide it from advanced find fetch xml
function filterLookup()
{
if (CheckUserRole() == true) {
Xrm.Page.getControl("Connected").addPreSearch(function () {
var fetchXml = "<filter type='and'><condition/></filter>";
Xrm.Page.getControl("Connected").addCustomFilter(fetchXml);
});
}
}
function CheckUserRole() {
var currentUserRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < currentUserRoles.length; i++) {
var userRoleId = currentUserRoles[i];
var userRoleName = GetRoleName(userRoleId);
if (userRoleName == "System Administrator") {
return true;
}
}
return false;
}
//Get Rolename based on RoleId
function GetRoleName(roleId) {
//var serverUrl = Xrm.Page.context.getServerUrl();
var serverUrl = location.protocol + "//" + location.host + "/" + Xrm.Page.context.getOrgUniqueName();
var odataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc" + "/" + "RoleSet?$filter=RoleId eq guid'" + roleId + "'";
var roleName = null;
$.ajax(
{
type: "GET",
async: false,
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataSelect,
beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },
success: function (data, textStatus, XmlHttpRequest) {
roleName = data.d.results[0].Name;
},
error: function (XmlHttpRequest, textStatus, errorThrown) { alert('OData Select Failed: ' + textStatus + errorThrown + odataSelect); }
}
);
return roleName;
}
ref link for userrolecontrol : https://msdynamicscrmblog.wordpress.com/2013/03/10/get-login-user-role-names-in-javascript-in-dynamics-crm-2011/
Hope it helps,
Regards,
In that case you will have to write a javascript, you can get some ideas from following URLs:
www.concurrency.com/.../filter-dynamics-crm-lookup-values-with-javascript
www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script
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