Phone Party list custom filtering not working

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Posted on by Turbo Forms

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Hi Experts, i have been struggling to get a custom filter on phonecall to/from field to work. Here I'm trying to pull only the contacts which are originated from the Regarding Lead record. csjs is our custom common library.

function leadToFromFilters(executionContext) {
    debugger;
    formContext = executionContext.getFormContext();
    var regardingObject = csjs.getLookup("regardingobjectid");
    var regardingId = regardingObject.id;
    var directionCode = csjs.getFieldValue("directioncode");
    var contactFilter = ""   ""   "";
    if (regardingObject !== null && regardingObject.entityType === "lead") {
        if (directionCode === true) { //Outgoing
            formContext.getControl("to").addCustomFilter(contactFilter, "contact");
        }
        if (directionCode === false) { //incoming
            formContext.getControl("from").addCustomFilter(contactFilter, "contact");
        }
    }
}

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a33ik 84,331 Most Valuable Professional on at

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RE: Phone Party list custom filtering not working

Hello,

I don't know anything about csjs library so I will provide code using OOB JS:

function leadToFromFilters(executionContext) { var formContext = executionContext.getFormContext(); var regardingObject = formContext.getAttribute("regardingobjectid").getValue(); if (regardingObject == null) { return; } var regardingId = regardingObject[0].id; var directionCode = formContext.getAttribute("directioncode").getValue(); var contactFilter = ""; if (regardingObject[0].entityType === "lead") { if (directionCode === true) { //Outgoing formContext.getControl("to").addCustomFilter(contactFilter, "contact"); } if (directionCode === false) { //incoming formContext.getControl("from").addCustomFilter(contactFilter, "contact"); } } }

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