Dynamics Community Forum Thread Details

Filter lookup on account or parent account

Dynamics CRM V9 Online

Lets say we have a hierarchy in accounts:

"Microsoft HQ" is the parent with "Microsoft USA" and "Microsoft UK" as child accounts, each with their own set of contacts.

When a case is created I have a custom lookup field to account and contact.

If the case is for Microsoft HQ, the contacts are filtered correctly to those linked to Microsoft HQ using the OOB filtering on the form.

If the case is against one of the child accounts Microsoft UK, I want the list of contacts to include those from the parent, so a combined list of contacts from Microsoft HQ and Microsoft UK.

I have tried creating a second lookup field on contact to parent account and have this being updated via workflow and plugin so it cascades down. However then my lookup to contact on case would need to check two lookup fields on contact (contacts where parentaccountid = "Microsoft HQ" or new_parents_parentaccount = "Microsoft HQ")

Is this possible using some javascript?

Hi Chris,

Out of box Record filtering works based on the parent lookup field so you won't be able to get the desired records.. This can be achieved by custom JavaScript. Basically you need to first find if the account is child or parent, if child then get the reference of the parent accounts.

Once you have all the account, you then need to apply custom field for the contact lookup i.e. all contacts where account is in that list.

Refer thsi for custom filer-

www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

To get the references of the parent account, you can use rest builder tool to build the qeb api query-

www.toplinestrategies.com/.../crm-rest-builder-useful-tool-working-crm-2016’s-web-api

Download tool from here: github.com/.../releases

Hope this helps.

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