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BPF: Case: Existing Customer only for Account

Posted on by Microsoft Employee

Hi all,

The BPF in Case has Existing Customer field.

That field is a lookup containing all records from Account and Contact.

My customer want to use the field only for Account since there is another field called Existing Contact to provide Contact.

Is there anyway to solve this by Java Script or maybe other ways?

Thanks,

Carolina

N.B. I have read this http://www.inogic.com/blog/2014/07/how-to-apply-script-on-header-fields-and-bpf-fields/

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  • ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: BPF: Case: Existing Customer only for Account

    Hi,

    Yes you can use a similar approach with the addCustomFilter method- see www.powerobjects.com/.../restrict-customer-lookup-to-accounts-or-contacts-in-dynamics-crm

    So you'll need the access the field using the header_process_ prefix.

    Hope this helps

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