Adding two custom views using addCustomView

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Posted on by Tuddrussel

Hello,

Does anyone know if it is possible to add two customer views to a lookup field using the addCustomView call?

Thank you

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a33ik 84,331 Most Valuable Professional on at

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Hello,

That sounds absolutely doable. The main point - use different Guids for views when you add.

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Tuddrussel 40 on at

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Thanks Andrew!

I think I'm using different GUIDs (or at least fetching everything correctly) but when I look at the field after publishing I only see the later of the two views (Invoices by Billing Account). My code is below (it needs to be cleaned up a bit but hopefully it gets everything correctly).

/* function addCustomInvoiceView(executionContext) input - executionContext output - N/A description - takes the value entered in the RMA field, Service Account and Billing Account fields to create two customer views */ function addCustomInvoiceView(executionContext) { let formContext = executionContext.getFormContext(); // get form context if ( !formContext.getAttribute('po_rma').getValue()[0].name || !formContext.getAttribute('po_serviceaccountid').getValue()[0].name || !formContext.getAttribute('po_billingaccountid').getValue()[0].name ) { console.log("One of the following values were not found: RMA #, Service Account and Billing Account"); } else { let viewID = '{00000000-0000-0000-0000-000000000001}'; // dummy GUID let entityName = 'invoicedetail'; let invoicesServiceAccountName = "Invoices By Service Account"; let invoicesBillingAccountName = "Invoices by Billing Account"; let rmaProductNumber = formContext.getAttribute('po_rmaproduct').getValue()[0].name; let rmaProductGUID = formContext.getAttribute('po_rmaproduct').getValue()[0].id; let serviceAccountName = formContext.getAttribute('po_serviceaccountid').getValue()[0].name; let serviceAccountGUID = formContext.getAttribute('po_serviceaccountid').getValue()[0].id; let billingAccountName = formContext.getAttribute('po_billingaccountid').getValue()[0].name; let billingAccountGUID = formContext.getAttribute('po_billingaccountid').getValue()[0].id; Xrm.WebApi.online.retrieveRecord("msdyn_rmaproduct", rmaProductGUID, "?$select=_msdyn_product_value").then( function success(result) { let _msdyn_product_value = result["_msdyn_product_value"]; let _msdyn_product_value_formatted = result["_msdyn_product_value@OData.Community.Display.V1.FormattedValue"]; let _msdyn_product_value_lookuplogicalname = result["_msdyn_product_value@Microsoft.Dynamics.CRM.lookuplogicalname"]; let productGUID = "{" result._msdyn_product_value "}"; let fetchXMLServiceAccount = createFetchXML(rmaProductNumber, productGUID, serviceAccountName, serviceAccountGUID); let layoutXMLServiceAccount = createLayoutXML(); let fetchXMLBillingAccount = createFetchXML(rmaProductNumber, productGUID, billingAccountName, billingAccountGUID); let layoutXMLBillingAccount = createLayoutXML(); formContext.getControl('po_custominvoicelinefilterid').addCustomView( viewID, entityName, invoicesServiceAccountName, fetchXMLServiceAccount, layoutXMLServiceAccount, true); formContext.getControl('po_custominvoicelinefilterid').addCustomView( viewID, entityName, invoicesBillingAccountName, fetchXMLBillingAccount, layoutXMLBillingAccount, false); }, function(error) { //Xrm.Utility.alertDialog(error.message); // default error.message console.log(`addCustomInvoiceView/Xrm.WebApi.online.retrieveRecord/error.message: ${error.message}`); } ); } } function createFetchXML(productNumber, productGUID, accountName, accountGUID) { let fetchXML = "" "" "" "" "" "" "" "" "" "" "" "" "" "" "" "" "" ""; return fetchXML; } function createLayoutXML() { let layoutXML = "" "" "" "" "" "" ""; return layoutXML; }

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a33ik 84,331 Most Valuable Professional on at

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You use the same guid for the view:

Fix it and you should be good. Good luck.

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Tuddrussel 40 on at

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That did the trick! You sir are a genius!

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Piyush Parihar on at

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Hi Andrew,

I am trying with the same scenario,But for me I have 2 different entities that are bind to lookup on which we are adding customview.I am getting only results from first addCustomView not from second addCustomView.Any pointers that can help?

Thanks in advance.

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CU13060040-0 on at

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Hey guys I am using a different ViewId however it only still shows me the second one or the one I set true as the default view. Please help.

viewIdInsured = '{00000000-0000-0000-0000-000000000001}';
viewIdOwner = '{00000000-0000-0000-0000-000000000012}';

var fetchXmlInsured =
'<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">' +
'<entity name="account">' +
'<attribute name="name"/>' +
'<attribute name="accountid"/>' +
'<order attribute="name" descending="false"/>' +
'<link-entity name="ice_product_lifeinsuredaccount" from="accountid" to="accountid" visible="false" intersect="true">' +
'<link-entity name="ice_product" from="ice_productid" to="ice_productid" alias="ae">' +
'<filter type="and">' +
'<condition attribute="ice_productid" operator="eq" uiname="" uitype="ice_product" value="' + productIdValue + '"/>' +
'</filter>' +
'</link-entity>' +
'</link-entity>' +
'</entity>' +
'</fetch>';

var fetchXmlOwner = '<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">' +
'<entity name="account">' +
'<attribute name="name"/>' +
'<attribute name="accountid"/>' +
'<order attribute="name" descending="false"/>' +
'<link-entity name="ice_account_ice_product" from="accountid" to="accountid" visible="false" intersect="true">' +
'<link-entity name="ice_product" from="ice_productid" to="ice_productid" alias="ab">' +
'<filter type="and">' +
'<condition attribute="ice_productid" operator="eq" uiname="" uitype="ice_product" value="' + productIdValue + '"/>' +
'</filter>' +
'</link-entity>' +
'</link-entity>' +
'</entity>' +
'</fetch>';

var layoutXml = "<grid name= ' resultset' object=' 10039' jump= ' name ' <row name=' result' id=' accountid'> <cell name= 'name' width=' 200' / > < / row> </grid>";
debugger;

let layoutXMLCustomerInsured = createLayoutXML();
let layoutXMLCustomerOwner = createLayoutXML();

formContext.getControl("ice_customer").addCustomView(viewIdInsured, "account", "Customer Insured", fetchXmlInsured, layoutXml, true);
formContext.getControl("ice_customer").addCustomView(viewIdOwner, "account", "Customer Owner", fetchXmlOwner, layoutXml, false);

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