Custom filter using Option Set

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I have a lookup field on my form and I want to use a status field (custom) to use as the custom filter. My code looks like this:

function preFilterLookupRMA() {

Xrm.Page.getControl("lena_dlp_sn").addPreSearch(function () {addLookupFilterRMA();});

}

function addLookupFilterRMA() {

fetchXml = "<filter type='and'><condition attribute='lena_dlp_statusid' operator='eq' value='935240004' /></filter>";

Xrm.Page.getControl("lena_dlp_sn").addCustomFilter(fetchXml);

}

The function preFilterLookupRMA is called onLoad. My issue is the "value" parameter in the fetchXML. The value entered is the one assigned to that Option in the Option Set that I created, but when this code is run it returns 0 records. I know that there are records that match my intended criteria. The status field is for the lookup record, not the record the form is on.

I have also tried adding the Option text, but it gives an error since this field is looking for a numeric value.

How do I get the proper value of the Option Set so that this filter only gives me the records I want?

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Aileen Gusni 44,524 on at

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Hi Rengeek,

This filter:

"<filter type='and'><condition attribute='lena_dlp_statusid' operator='eq' value='935240004' /></filter>";

Is that you are trying to make as dynamic or it is always static?

If it is static, you can have it done without custom code.

Create a View for the lookup field entity, for example:

lena_dlp_sn

Edit your filter criteria of the view.

Filter only where status = the value you wanted.

Save it.

Go to Form Editor, double click the lookup field for detail properties, for example:

In the additional properties, choose your created view before as the Default View and Turn off the view selector so that the user will not be able to change it.

Hope this helps!

Thanks.

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Aileen Gusni 44,524 on at

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Rengeek,

Basically, it seems okay on your code, check this:

mscrmmindfire.wordpress.com/.../filtering-lookup-depending-upon-the-optionset-value

But, I hope that you can achieve that from the UI Customization!

Thanks.

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Community Member on at

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Thanks Aileen - that takes care of regular "lookup" fields, but what about subgrids? If I set the "View", it filters the subgrid, but not the search.

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Aileen Gusni 44,524 on at

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Don,

I have tried, after I search it still filters based on the set view.

Or Maybe I am confused with what you are referring to.

Thanks.

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