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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to show related co...
Microsoft Dynamics CRM (Archived)

How to show related contact records from account ?

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Posted on by Syed_Faisal 815

Hi,

This may be old question but it is not working for me.

On the lead page, there are 2 fields "Existing Account" and "Existing Contact" and both has lookup to its respective entity. When Existing account is selected but existing contact is showing all other accounts contact as well. Even changed the filter but still same. I want to stop showing other account contact and show only related account contact.

For testing i created 2 lookup fields to account and contacts and tried same but still no luck.

How to set show related contacts from account ?

Regards

Faisal

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to show related contact records from account ?

    Hello,

    Check following - www.powerobjects.com/.../how-to-use-dependent-lookups-for-dynamics-crm-201320152016

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at
    RE: How to show related contact records from account ?

    Hi,

    Tried as suggested but no luck. PFA screenshot.

    Have created 2 accounts WWE & TNA, but the contact filter show all the account's contact

    4061.filter.png

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to show related contact records from account ?

    You configured dependency for fields on form but not on BPF. You will have to use coding approach to configure it for header - www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter

  • gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: How to show related contact records from account ?

    Hi Faisal,

    Try with this , register ContactLookupFieldFilter function  in the onload of the lead form as well as onchange of account and contact lookup.

    function ContactLookupFieldFilter() {
    // add the event handler for PreSearch Event
    Xrm.Page.getControl("ContactLookUpFieldName").addPreSearch(addFilter); // For form field
    if (Xrm.Page.getControl("header_process_ContactLookUpFieldName") != null && Xrm.Page.getControl("header_process_ContactLookUpFieldName") != undefined) {
        Xrm.Page.getControl("header_process_ContactLookUpFieldName").addPreSearch(addFilter);  // For BPF field
    }
}

function addFilter() {
    var AccountLookup = Xrm.Page.getControl("AccountLookupID").getAttribute().getValue(); // Put the Account Lookup ID ,make sure if your lookup does not exists in the form then add header_process with the field name 
    if (AccountLookup != null && AccountLookup != undefined) {
        var AccountId = AccountLookup[0].id;
        //create a filter xml
        var filter = "<filter type='and'>" +
        "<condition attribute='parentcustomerid'  value='" + AccountId + "'/>" +
        "</filter>";
        //add filter
        Xrm.Page.getControl("ContactLookUpFieldName").addCustomFilter(filter); // For Form field

        if (Xrm.Page.getControl("header_process_ContactLookUpFieldName") != null && Xrm.Page.getControl("header_process_ContactLookUpFieldName") != undefined) {
            Xrm.Page.getControl("header_process_ContactLookUpFieldName").addCustomFilter(filter); //For BPF field
        }
    }
}
  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at
    RE: How to show related contact records from account ?

    Hi Syed Faisal,

    Try using the code below.

    function filterLookup() {
    //Check if the control exist on the form
    if (Xrm.Page.getControl("header_process_parentcontactid") != null) {
        // add the event handler for PreSearch Event
        Xrm.Page.getControl("header_process_parentcontactid").addPreSearch(addFilter);
    }
}
function addFilter() {
    var accountId = null;
    var accountLookup;
    var fetchQuery;
    try {
        //Check if control exist on form
        if (Xrm.Page.getControl("header_process_parentaccountid") != null && Xrm.Page.getControl("header_process_parentaccountid").getAttribute().getValue() != null) {

            //Get Account lookup value

            accountLookup = Xrm.Page.getControl("header_process_parentaccountid").getAttribute().getValue();
            //Get the account id
            accountId = accountLookup[0].id;
        }
        //Build fetch
        if (accountId != null || accountId != undefined) {
            fetchQuery = "<filter type='and'>" +
"<condition attribute='statecode' operator='eq' value='0' />" +
"<condition attribute='parentcustomerid' operator='eq' value='" + accountId + "' />" +
"</filter>";
            //add custom filter
            Xrm.Page.getControl("header_process_parentcontactid").addCustomFilter(fetchQuery);
        }
    } catch (e) {
        Xrm.Utility.alertDialog("addFilter Error: " + (e.description || e.message));
    }
}

    Refer the link below.

    www.inogic.com/.../how-to-apply-script-on-header-fields-and-bpf-fields

    Hope this helps.

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at
    RE: How to show related contact records from account ?

    Hi Gowtham,

    It's not working for me. On the lead page i have created 2 custom fieldname as "Existing Customer" and "Existing Contact".

    Then created JS and added on the form on load as well on change in the field.

    When i search still it is showing all the contacts.

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at
    RE: How to show related contact records from account ?

    Hi,

    Finally i have fixed contacts lookup. Pl see the screenshot.

    Contacts-Filter.png

    But same look field is not working on BPF header, can you please help.

    Regards

    Faisal

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at
    RE: How to show related contact records from account ?

    Hello All

    Issue is fixed. Thanks a lot Nithya for the solution.

    Regards

    Faisal

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at
    RE: How to show related contact records from account ?

    Hi Nithya,

    The code which you have send is working fine and i need to add 1 more account lookup field. I tried same code and modified the field name but at a time only 1 lookup work.

    Can you please help ?

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at
    RE: How to show related contact records from account ?

    Hi Syed,

    Where did you add the new lookup field? What is the logical name of the lookup field? Do you need to show related contacts from both these account lookup fields in contact field?

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