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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Restrict "custome...
Microsoft Dynamics CRM (Archived)

Restrict "customerid" field to only show accounts.

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Posted on by Community Member Microsoft Employee

Need to restrict "customerid" field to only show accounts and not contact, accounts on the opportunity entity for CRM 2016 Online. Tried the following code for JS but its not working:

enduserFilterAccount: function () {
debugger;
if (XrmAttribute.exists("customerid")) {
Xrm.Page.getControl("customerid").addPreSearch(addFilter);
}
},
addFilter: function(){
var filter = "<filter type='and'>"+
"<condition attribute='contactid' operator='null' />"+
"</filter>";
Xrm.Page.getControl("customerid").addCustomFilter(filter, "contact");
},

Kindly help if you have any pointers.

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Restrict "customerid" field to only show accounts.

    Use it like this:

    objectname({
enduserFilterAccount: function() {
debugger;
if (XrmAttribute.exists("customerid")) {
Xrm.Page.getControl("customerid").addPreSearch(objectname.addFilter);
}
},
addFilter: function(){
var filter = "<filter type='and'>"+
"<condition attribute='contactid' operator='null' />"+
"</filter>";
Xrm.Page.getControl("customerid").addCustomFilter(filter, "contact");
},
});

    function enduserFilterAccount() {
debugger;
if (XrmAttribute.exists("customerid")) {
Xrm.Page.getControl("customerid").addPreSearch(addFilter);
}
}
function addFilter(){
var filter = "<filter type='and'>"+
"<condition attribute='contactid' operator='null' />"+
"</filter>";
Xrm.Page.getControl("customerid").addCustomFilter(filter, "contact");
}


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