Restrict Customer lookup on order form to populate contacts only

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Posted on by Mohsin Ali

3,634

I am using following code snippet to restrict Customer lookup on Order form to populate 'Contacts' automatically, it is working fine in CRM2016 but in D365 it automatically populate 'Accounts'.

Any suggestion to make customer lookup to show 'Contacts' automatically.

function defaultcustomer(){
	Xrm.Page.getControl("customerid").addPreSearch(addFilter);
}

function addFilter()
{
	var customerAccountFilter = "<filter type='and'><condition attribute='accountid' operator='null' /></filter>";
	Xrm.Page.getControl("customerid").addCustomFilter(customerAccountFilter, "account");
}

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This should do the trick

function defaultcustomer() { Xrm.Page.getControl("customerid").getAttribute().setLookupTypes(["contact"]); }

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Mohsin Ali 3,634 on at

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At which event this will fire? on-change, onload?

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I would call this onload to restrict the lookup to contacts only

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Dynamics_Alok 1,746 on at

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Since you are calling addPreSearch ,you should call defaultcustomer on Load .It will register PreSearch and whenever you click on lookup it will apply your Custom Filter.

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donalmc 125 on at

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Thank you Jon!

Just in case anyone else has my issue, I was trying to build a filter on the regardingobjectid field in an activity entity to return just accounts.

I followed the steps you can find for the customerid field that means you have to exclude entity by entity.

Jon's positive filter is much easier.

Donal

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Hi,

in my case i had to restrict to accounts.. the filter is working
Is there any way can restrict the "new" button opens only to new account entity form.. default its opening new contact form

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