Use Custom filtered lookup/view

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Posted on by Duane Wayne

Hoping someone can help me out with this...

I have a parent entity with a grid that show child related records. On that grid there is a button to add existing records OOTB.

What I would like to do is filter the lookup/view that pops up so that the resulting records are filtered to only related records determined by some filter criteria.

I believe I have the correct filter using fetchxml however other methods I have tried have not worked. For example, I have tried the addCustomView function but it doesnt seem like it works in this instance.

If anyone has done something similar successfully in the past or anyone with ideas or solutions, it will be greatly appreciated.

I have been stuck on this for a couple of days now and would like to get it resolved as soon as I can .

Thank you

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meelamri 13,216 User Group Leader on at

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Hello,

Can you share your Code please ?

Mehdi,

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Duane Wayne 5 on at

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Hi Mehdi, thank you for the quick response.

Some one directed me to some literature that helped me figure out what I needed to do to resolve my issue. I have a working solution now. Thanks

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Abby Kong 6 on at

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Hi Duane,

Is the grid for N to N relationship?

If yes, addCustomView function does not apply here. You might need to look at using Xrm.Unitility.lookupObjects to achieve this:

www.magnetismsolutions.com/.../filter-n-n-add-existing-lookup-dynamics-365-v9-supported-code

Regards,

Abby

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LeoAlt 16,331 Moderator on at

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Hi partner,

You need to use JS and Ribbon Work bench to do this.

1.Use JS code to do custom filter in lookup view in gird.

2.Trigger the JS method in subgrid add existing ribbon.

Here is the link for steps.

https://www.magnetismsolutions.com/blog/paulnieuwelaar/2018/05/17/filter-n-n-add-existing-lookup-dynamics-365-v9-supported-code

https://crm365blog.wordpress.com/2018/06/17/filtering-lookup-on-adding-related-records-in-sub-grid/

Best Regards,

Leo

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