Add filter on Lookup entity field

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I have an entity called Source Type, it's a lookup field. It's displayed in Account form, in the form has Department lookup field, when the Department changes, it will call the below code to trigger Source Type filter as follows:

var sourceField = formContext.getControl('org_sourcetype');                

sourceField.removePreSearch(filterFn);  
sourceField.addPreSearch(filterFn);

var filterFn = function (executionContext) {
    var formContext = executionContext.getFormContext();
    var filterXml = '<filter type="and"><condition attribute="name" operator="eq" value="Anonymous"/></filter>';
    formContext.getControl('org_sourcetype').addCustomFilter(filterXml); 
}

it's not working as expected. Could you help me to point out the problem cause it doesn't raise any error?

Primary key is "name"

This function is triggered when Department changes:

function updateFilterByDepartment(executionContext) {
    try {
        var formContext = executionContext.getFormContext();

        var departmentValue = formContext.getAttribute('department').getValue();

        if (!departmentValue) {
            return;
        }

        formContext.getAttribute('sourcetype').setValue(null);

        var departmentId = departmentValue[0].id;
        var sourceField = formContext.getControl('sourcetype');                

        sourceField.removePreSearch(filterFn);         
        sourceField.addPreSearch(filterFn);

    } catch (e) {
        console.log(e);
    }
}

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Alex Fun Wei Jie 33,628 on at

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Hi,

formContext.getControl('sourcetype').addCustomFilter(filterXml); < -- can you double confirm the schema name, because in above function you are using 'sra_sourcetype', but below is 'sourcetype'

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Community Member on at

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Hi Wei, I updated the post again. No error on that by the way

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Alex Fun Wei Jie 33,628 on at

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Hi,

can you show us the field schema name?

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Community Member on at

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Hi Wei, I updated the post. Is it right?

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Alex Fun Wei Jie 33,628 on at

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Hi,

I tested the code below, and it is working fine.

Make sure you change the below highlighted area according to your JS pattern.

function FormOnload(executionContext) { // get the form context formContext = executionContext.getFormContext(); formContext.getControl("cra7a_sourcetype").addPreSearch(filtersourcetype); //according to the picture, the attribute is "sourcetype" } function filtersourcetype() { var SourceTypeFilter = "<filter type='and'><condition attribute='cra7a_name' operator='eq' value='A'/></filter>"; //double check your attribute name formContext.getControl("cra7a_sourcetype").addCustomFilter(SourceTypeFilter, "cra7a_sourcetype"); //according to the picture, the attribute is "sourcetype", please also double check the entity logical name.

}

I have source type with record A and B.

The lookup will only show 'A'

Compare below code, yours and mine

formContext.getControl('sourcetype').addCustomFilter(filterXml); <-- you are missing the logicalname

formContext.getControl("cra7a_sourcetype").addCustomFilter(SourceTypeFilter, "cra7a_sourcetype");

docs.microsoft.com/.../addcustomfilter

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gdas 50,091 Moderator on at

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Hi ,

Try with this -

//Register the funtion in Onchange and Onload of the Department field /Forms function OnChangeOnloadOfdepartmentForms(executionContext) { var sourceField = formContext.getControl('sourcetype'); sourceField.removePreSearch(filterPriorityByMisconductFn); sourceField.addPreSearch(function () { filterPriorityByMisconductFn(executionContext); }); }

var filterPriorityByMisconductFn = function (executionContext) { var formContext = executionContext.getFormContext(); var filterXml = "<filter type='and'><condition attribute='name' operator='eq' value='Anonymous'/></filter>"; formContext.getControl('sourcetype').addCustomFilter(filterXml); }

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Hi Wei,

Thank you for helping me, the problem is the function contains filter is not be hooked when user clicks on Lookup Icon so even I add one more param in addCustomFilter, it doesn't work

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Alex Fun Wei Jie 33,628 on at

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Hi,

can you show us the source type entity schema name and the primary key schema name?

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Community Member on at

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Hi Wei, I updated the post to include things you suggest.

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Alex Fun Wei Jie 33,628 on at

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Hi,

function onchange(executionContext)

{

// get the form context

formContext = executionContext.getFormContext();

formContext.getControl("sourcetype").addPreSearch(filtersourcetype);

}

function filtersourcetype()

{

var SourceTypeFilter = "<filter type='and'><condition attribute='name' operator='eq' value='Anonymous'/></filter>";

formContext.getControl("sourcetype").addCustomFilter(SourceTypeFilter, "sourcetype");

}

can you register above function(onchange) inside the "Department" lookup field on change event?

Remember to tick below item too.

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