Dynamics Community Forum Thread Details

INLINE LOOKUP: addPreSearch & addCustomFilter

A little background info:

- I have a Customer (customerid) lookup field where the user selects a parent account.

- I have a Location (ars_location) lookup field where the user selects a child account of the parent account.

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I am currently trying to add a custom filter to my Customer field so that only parent accounts show up in the results. I have created a view so I first tried this,

function setLookupView()
{
    Xrm.Page.getControl("customerid").setDefaultView("{B9300D26-1337-E611-80EA-C4346BDCF181}");
}

But what this does is filter the accounts after I click the "View More Records" button and does not filter in the the inline results.

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Next, I tried adding a presearch/customfilter to it. This is what I did:

function parentFilterLookup() {
//Check if the control exist on the form
   if (Xrm.Page.getControl("header_process_customer") != null) {
      // add the event handler for PreSearch Event
      Xrm.Page.getControl("header_process_customer").addPreSearch(addFilter);
   }
}

function addFilter() {
   var fetchQuery;
   try {
      //Build fetch
      fetchQuery = "<filter type='and'>" +
      "<condition attribute='parentcustomerid' operator='null' />" + "</filter>";
      //add custom filter
      Xrm.Page.getControl("header_process_customer").addCustomFilter(fetchQuery);
   } 
   catch (e) {
         Xrm.Utility.alertDialog("addFilter Error: " + (e.description || e.message));
   }
}

I have also tried replacing "header_process_customer" with "customerid". Both to no success.

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What's strange is that I already have a working presearch/customfilter on a different lookup field on the same form. This is the code for that:

function filterLookup() {
//Check if the control exist on the form
   if (Xrm.Page.getControl("header_process_ars_location") != null) {
      // add the event handler for PreSearch Event
      Xrm.Page.getControl("header_process_ars_location").addPreSearch(addFilter);
   }
}

function addFilter() {
   var customerID = null;
   var customerLookup;
   var fetchQuery;
   try {
      //Check if control exist on form
      if (Xrm.Page.getControl("header_process_customer") != null &&  Xrm.Page.getControl("header_process_customer").getAttribute().getValue() != null) {
         //Get Account lookup value
         customerLookup = Xrm.Page.getControl("header_process_customer").getAttribute().getValue();
         //Get the account id
         customerID = customerLookup[0].id;
      }
      //Build fetch
      if (customerID != null || customerID != undefined) {
         fetchQuery = "<filter type='and'>" +
         "<condition attribute='parentcustomerid' operator='eq' value='" + customerID + "' />" + "</filter>";
         //add custom filter
         Xrm.Page.getControl("header_process_ars_location").addCustomFilter(fetchQuery);
      }
   } 
   catch (e) {
         Xrm.Utility.alertDialog("addFilter Error: " + (e.description || e.message));
   }
}

What could I be doing wrong? Any suggestions?

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