Filtering Lookup

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Hi Everyone...I am a beginner in crm .I Just want to know how to filter Lookups based on conditions. For Example If a country is selected then corresponding states related to that country alone should be displayed in the lookup.

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Mahendar Pal 45,095 on at

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Assuming you have lookup for both country and state (which means you have entity for country and state and they are related 1:N), you can simply configure property of state lookup to show it based on the selected country.

Refer: http://garethtuckercrm.com/2011/03/22/filtered-lookup-approaches-in-crm-2011/

crmadminassist.com/microsoft-dynamics-crm-dependent-lookups

Let us know if you are facing any issue

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Community Member on at

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Hi.

You have to create country lookup field in state entity and create record respectively.

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Aileen Gusni 44,524 on at

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Muthu,

At first, you need to create 2 entities:

Country and then State

Then create relationship N:1 State to Country

After that you must create the relationship for those 2 entities to the entity form you want to put them, like for example account or contact

Then you can follow Himbap suggestion, using javascript or dependent lookup

Thanks!

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Community Member on at

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Ya I have created those Entities and This is my java script code but it is not working ...

function preFilterLookup()

{

debugger;

Xrm.Page.getControl("ccs_state").addPreSearch(function () {

var stateObject = Xrm.Page.getAttribute("ccs_state").getValue();

// Get the lookup Object, and extract the Value (ID and Text)

if(stateObject != null)

{

var stateTextValue = stateObject[0].name;

var stateID = stateObject[0].id;

// Filter the cities by State

fetchXml = "<filter type='and'><condition attribute='ccs_state' operator='eq' uiname='" + stateTextValue + "' uitype='ccs_state' value='" + stateID + "' /></filter>";

// Apply the filter to the field

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

}

});

}

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Community Member on at

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Ya got it....But I have a small doubt when should we use custom filters...can u just give me any scenarios....

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Fubar 2,761 on at

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Use them when dependent lookups are not possible e.g. the value you want to form part of the filter is the value of a picklist, or is sitting on another record.

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