Setting the default view for button in ribbon workbench

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I have a button from ribbon workbench that allows users to add existing teams. I want the default team lookup view to be "Weekly Report Teams", but it defaults to "All Teams." How can I change it so that the initial view shown to the user is weekly report teams?

I am currently trying to do this via javascript, but it doesn't seem to be working...

function openLookup() {
    var orgUrl = GetGlobalContext().getClientUrl();
    var viewid = "%7b4F5E2C2E-7929-E811-B322-000C293DDC16%7d";
    var url = orgUrl + "/_controls/lookup/lookupinfo.aspx?LookupStyle=multi&browse=0&objecttypes=9&viewid=" + viewid;
    open(url);
}

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RaviKashyap 55,410 Moderator on at

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Hi,

Can you share some more details how you have implemented the button? This script doens't seem to be supported.

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There was a button in the Team subgrid that used a builtin function named something like "Mscrm.AddExistingAssociatedMember" function. I pretty much loaded my javascript web resource, along with the team and weekly report entities to ribbon workbench. In ribbon workbench, I then added a new command to the team entity which referenced my openLookup function in my javascript web resource. I then replaced the "Mscrm.AddExistingAssociatedMember" default command with my openLookup Command for the "Add Existing Team Member" button.

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gdas 50,091 Moderator on at

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Hi,

As per my understanding you are going to change the team lookup view. So I would suggest just go to the page where your lookup exists and in onload of the form you need to pass the default view I'd with your custom xml, entity name like below in the lookup control.

Xrm.Page.getControl("LookupFieldName").addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);

Here is one samples I have changed the security role lookup view . You may get help from here

community.dynamics.com/.../270206

Hope this helps.

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Because the button is part of ribbon workbench, I can’t access it through Xrm.Page.context

I know how to attach custom views to lookup fields in the form, but I’m having trouble adding one for a button in ribbon workbench

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