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Cascading lookup in field service mobile application

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Posted on by Shahbaaz Ansari

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Hi All,

Is there any way we can set cascading lookup in field service mobile application by using OOB or javascript?

Any help would be appreciated.

Thanks,

Shahbaaz

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Field Services

Mobile Apps

Field Service

Mobile App Development

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a33ik 84,331 Most Valuable Professional on at

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RE: Cascading lookup in field service mobile application

Hello,

Do you mean filtered lookup? If yes - you can use OOB approach - sumedha8.blogspot.com/.../filtered-lookup-in-resco-mobile-app.html

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Shahbaaz Ansari 6,211 on at

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RE: Cascading lookup in field service mobile application

thanks Andrew for the reply,

is there a way to do it by using javascript?

here i have two entity account and contact, on selecting account from lookup i need to filter contact lookup.

Thanks,

Shahbaaz

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Shahbaaz Ansari 6,211 on at

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RE: Cascading lookup in field service mobile application

i tried below javascript, it filter the record and show in popup, but i dont want popup,

// var lookupForm = new MobileCRM.UI.LookupForm();

// // HOW TO ADD ADDITIONAL FILTERING TO LOOKUP FORM.

// var customXMLView = "<fetch version='1.0'><entity name='contact'><filter type='and'><condition attribute='parentcustomerid' operator='eq' value='"+ account_id +"'/>"+

// "</filter></entity></fetch>";

// lookupForm.addEntityFilter("contact", customXMLView)

// lookupForm.addView("contact", "Default");

// lookupForm.allowNull = true; // Allow choosing empty value

// lookupForm.show(function(accountRef)

// {

// /// <param name="accountRef" type="MobileCRM.Reference"/>

// // Change the parent customer on currently edited contact entity

// MobileCRM.UI.EntityForm.requestObject(

// function (entityForm) {

// /// <param name="entityForm" type="MobileCRM.UI.EntityForm"/>

// var editedContact = entityForm.entity;

// var newContact = accountRef ? new MobileCRM.Reference(accountRef.entityName, accountRef.id, accountRef.primaryName) : null;

// editedContact.properties["ewt_partnercontact"] = newContact;

// },

// MobileCRM.bridge.alert

// );

// }, MobileCRM.bridge.alert, null);

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a33ik 84,331 Most Valuable Professional on at

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RE: Cascading lookup in field service mobile application

Can you please provide screenshot what exactly do you need?

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Shahbaaz Ansari 6,211 on at

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RE: Cascading lookup in field service mobile application

I Have two lookup Account(Partner account) and contact(Partner contact), on selecting of account i need to filter contact(it show display contact related to that account selected)

Regards,

Shahbaaz

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Shayan Soheili 940 on at

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RE: Cascading lookup in field service mobile application

Hello Shahbaz,

Please follow these steps,

In my case I have two fields for Account (Account & Account2) and two fields for Contact (Contact & Contact2), I just filtered the field Contact2 based on the field Account2.

1- In Woodford, double click on the field that you want to filter.

2- Click on "Edit Filter"

3- Insert the condition, (Company Name on contact form is a lookup on Account entity)

4- In the Select entity field, click on "Set Variable"

5- and Select the preferred Account field.

6- Save and Publish

In my case, once I select a value for Account2, then the field Contact2 shows me just those contacts associated to Account2.

You can apply the same filter also for your Account1/Contact1

Hope this helps,

Regards,

Shayan

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Shahbaaz Ansari 6,211 on at

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RE: Cascading lookup in field service mobile application

thank you very much for the answer

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Shahbaaz Ansari 6,211 on at

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RE: Cascading lookup in field service mobile application

Hi Shayan,

It is just showing me the primary contact in the filter contact lookup, but i want all the related record to that account, not just the primary contact.

Thanks,

Shahbaaz

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Shayan Soheili 940 on at

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RE: Cascading lookup in field service mobile application

Hi Shahbaz,

Did you apply correctly the filter on Contact field?

In my case, I can see all contacts associated to the selected Account on lookup field and not just primary contact.

Check also if there is any additional filter applied on the view in contact entity.

Regards,

Shayan

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