Trying to get the name/id/else of an account from a lookup to apply a filter to another lookup (on opportunities)

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Hello everyone! I made a custom entity and I'm trying to get the name or id or anything that could work of an account from a lookup, and to apply a filter with that account on another lookup on opportunities, the point is to find opportunities easily (since there are a lot) by selecting the account before.

Here is what I did (It is not working and I don't know why) :

function OnChangeOfAccount(){
Xrm.Page.getControl("rta_opportunity").addPreSearch(function (){
addLookupFilter();
});

function addLookupFilter(){
if(XRM.Page.getAttribute("rta_account") != null){
var account = XRM.Page.getAttribute("rta_account").getValue()[0];
if (account != null){
fetchXml = "<filter type='and'><condition attribute='parrentaccountid' operator='eq' value='" + account + "' /></filter>";
Xrm.Page.getControl("rta_opportunity").addCustomFilter(fetchXml);
}
}

}

The error I get is : There was an error with this field customized event

Field : rta_account

Event : onchange

Error : undefined

Help me please!

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Community Member on at

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Does that field rta_account exist?
Xrm is case-sensitive so don't spell it as XRM. (unless you're referencing a library which has it spelt like that)
Also your fetchxml has attribute parrentaccountid with two Rs

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The field does exist! I corrected the mistakes you found but I still have the exact same problem..

What would you suggest?

Is there a way to have more precise error messages?

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gdas 50,091 Moderator on at

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Hello,

Try with this -

function OnChangeOfAccount() {
Xrm.Page.getControl("rta_opportunity").addPreSearch(function () {
addLookupFilter();
});
} // Bracket is missing

function addLookupFilter() {
if (XRM.Page.getAttribute("rta_account") != null) {
var account = Xrm.Page.data.entity.attributes.get("rta_account").getValue()[0].id; // Xrm shhoud be smalll not like XRM
if (account != null) {
fetchXml = "<filter type='and'><condition attribute='parrentaccountid' operator='eq' value='" + account + "' /></filter>";
Xrm.Page.getControl("rta_opportunity").addCustomFilter(fetchXml);
}
}
}

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What does the [0] refers to? And the .id?

By the way thank you one more time it's working... I make too much dumb mistakes.

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gdas 50,091 Moderator on at

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Hello Vincent ,

Since you are retrieving lookup value , which contains primary field called id and name . id contains GUID/primary key of the record and name contains the record name of the entity.

var account = Xrm.Page.data.entity.attributes.get("rta_account").getValue()[0] // by doing this you will get the lookup object which contains id and name both but in your condition XML you need the GUID or id of the record not object. Thats what you need to get id .

Hope this helps .

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Nice!

Ok, I thought that since I was comparing two lookups objects I needed to compare the whole object and not only the Id or name.

Thank you very much, see you soon! :D

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Trying to get the name/id/else of an account from a lookup to apply a filter to another lookup (on opportunities)

function OnChangeOfAccount(){
Xrm.Page.getControl("rta_opportunity").addPreSearch(function (){
addLookupFilter();
});

}

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Trying to get the name/id/else of an account from a lookup to apply a filter to another lookup (on opportunities)

function OnChangeOfAccount(){ Xrm.Page.getControl("rta_opportunity").addPreSearch(function (){ addLookupFilter(); });

}

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

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Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

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function OnChangeOfAccount(){
Xrm.Page.getControl("rta_opportunity").addPreSearch(function (){
addLookupFilter();
});