Look Up Record Default Entity Scripts Not Working in CRM 2013

(0) Share

Report

Posted on by Community Member

Hello all,

I can't seem to get the scripts in my email activtity form to work in CRM 2013. I have the following functions in my OnLoad event for the email activity form:

function DefaultToLookUp()
{
document.getElementById('to').setAttribute('defaulttype', '2');
Xrm.Page.getControl('to').setDefaultView('A2D479C5-53E3-4C69-ADDD-802327E67A0D');
}

function DefaultRegardingLookUp()
{
document.getElementById('regardingobjectid').setAttribute('defaulttype', '3');
Xrm.Page.getControl('regardingobjectid').setDefaultView('9EB361B4-67AC-4830-8ABF-2D29EFBAEE2C');
}

These used to set the default entity to contact for the "To" field and opportunity for the "Regarding"field in CRM 2011. Your assistance is appreciated!

*This post is locked for comments

I have the same question (0)

All responses (17)

Answers (1)

Vijay Waghmare on at

Like (0)

Report

CRM 2013 introduce new feature to have a runtime filtered view for lookup control – addCustomFilter.

Please refer below blog for more details

community.dynamics.com/.../addcustomfilter-method-for-lookup-control-in-crm2013.aspx

Hope this helps.

Thanks,

Vijay

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Vijay,

I'm not sure if I'm being clear enough... My requirement isn't to filter the lookup control. I need to change the default entity from "account" to "contact" in the "to" field's lookup record window in the email activity form. This way, my users don't have to select contact from the drop down menu.

Was this reply helpful? Yes No
tcardenas 105 on at

Like (0)

Report

I have the exact same issue :'(

Was this reply helpful? Yes No
abhicrm 15 on at

Like (0)

Report

Did anyone get a solution for this, the above script is not working and custom filter does not solve the problem.

please post the solution, if anyone found it.

thanks

Abhi

Was this reply helpful? Yes No
PriscillaT 515 on at

Like (0)

Report

Hi,

Am I correct in assuming that:

document.getElementById('to').setAttribute('defaulttype', '2');

no longer works for CRM 2013 is because this is explicit manipulation of the DOM which is unsupported? I have yet to find a way in the new CRM 2013 SDK that would allow me to specify the entityType (e.g. default to say "contact" rather than "account").

I also tried "addCustomView" by creating a specific view. In this method there is a parameter that allows me to specify the entityType and because I can specify the entityType, it managed to resolve the view GUID and correctly show the specified view in the lookup dialog window.

Can Microsoft support advise whether an extra parameter for "setDefaultView" might be introduced in the future that allows for specifying the entityType so I won't have to replicate a systemView as a customView in order to use "addCustomView" method in SDK to specify entityType in the lookup dialog?

Thanks.

Was this reply helpful? Yes No
nitinitin11@hotmail... 5 on at

Like (0)

Report

Hi, Do any one find any solution for this? I tried all possible ways using java-script to set default view on Customer look-up field in Case entity to contact from account but not succeed. If any one came across solution,please revert.

Thanks in advance.

Was this reply helpful? Yes No
abhicrm 15 on at

Like (0)

Report

Hello ,

This was an identified bug in CRM 2013, microsoft has released rollup 1 , which will resolve the issue with working of custom filter,

on online , rollup 1 is already published, if yours is onpremise better get rollup 1 and try.

Regards

Abhi

Was this reply helpful? Yes No
CCDTrain 5 on at

Like (0)

Report

Our environment is currently on rollup 1 and we are experiencing the same issue mentioned above. Xrm.Page.getControl("").setDefaultView() does not work.

Was this reply helpful? Yes No
Peter Moss 295 on at

Like (0)

Report

did anyone find the solution for this? still doesn't work with UR2.

Thanks

Was this reply helpful? Yes No
tcardenas 105 on at

Like (0)

Report

Take a look here,

dynamicscrmusualsuspect.blogspot.com/.../CRM2013ChangedefaultentityforaLookupfield.html

I tested this and seems to work; however, I have not tried to make this a permanent solution since it seems very unsafe in terms of maintainability.

Was this reply helpful? Yes No