Filter Contact Lookup associated with accounts

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Hi experts,

In the case record:

I have a customer lookup field from which the user can select the account.

I also have a contact lookup field and I have applied a filter in field properties to only show contacts related to the selected account.

Screen-Shot-2018_2D00_03_2D00_27-at-2.01.48-PM.png

Now, this filter works fine in the main form:

Screen-Shot-2018_2D00_03_2D00_27-at-1.59.36-PM.png

However, this filter is not being applied in the process stage of the form:
Screen-Shot-2018_2D00_03_2D00_27-at-1.57.16-PM.png

How can I make the filter work in both areas?

Thanks,

Jon

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Answers (5)

Alex Fun Wei Jie 33,626 on at

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RE: Filter Contact Lookup associated with accounts

Hi,

could be someone override your code.
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Alex Fun Wei Jie 33,626 on at

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RE: Filter Contact Lookup associated with accounts

Hi,

Replace the correct schema name in below highlighted part.

function filterLookup()
{
//Check if the control exist on the form
if (Xrm.Page.getControl("header_process_new_contact") != null)
{
// add the event handler for PreSearch Event
Xrm.Page.getControl("header_process_new_contact").addPreSearch(addFilter);
}

}

function addFilter()
{
var accountId = null;
var accountLookup;
var fetchQuery;
try
{
//Check if control exist on form
if (Xrm.Page.getControl("header_process_customer") != null && Xrm.Page.getControl("header_process_customer").getAttribute().getValue() != null)
{
//Get Account lookup value
accountLookup = Xrm.Page.getControl("header_process_customer").getAttribute().getValue();
//Get the account id
accountId = accountLookup[0].id;
}

//Build fetch
if (accountId != null || accountId != undefined)
{
fetchQuery = "<filter type='and'>" +
"<condition attribute=' statecode' operator='eq' value='0' />" +
"<condition attribute='customerid' operator='eq' value='" + accountId + "' / >" +
"</filter>";

fetchQuery = "<filter type='and'>"
+ "<condition attribute='statecode' operator='eq' value='0' />"
+ "<condition attribute='customerid' operator='eq' value='" + accountId + "' />" + "</filter>";
Xrm.Page.getControl("header_process_new_contact").addCustomFilter(fetchQuery);

Xrm.Page.getControl("header_process_new_contact").addCustomFilter(fetchQuery);
}
}
catch (e)
{
Xrm.Utility.alertDialog("addFilter Error: " + (e.description || e.message));
}

}
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RE: Filter Contact Lookup associated with accounts

Hi Wei Jie,

The account schema in contact is "parentcustomerid." I have changed it and it has started working again.

I still don't understand what caused it to change/why it stopped working.

Thanks for your prompt help as always!

Jon
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Alex Fun Wei Jie 33,626 on at

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RE: Filter Contact Lookup associated with accounts

Hi Jon

'Contact' entity doesn't contain attribute with Name = 'customerid'

can you check the account schema name in contact again?

in my environment, the account schema name is "parentcustomerid" .
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RE: Filter Contact Lookup associated with accounts

Hi Wei Jie,

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: 'Contact' entity doesn't contain attribute with Name = 'customerid' and NameMapping = 'Logical'. MetadataCacheDetails: ProviderType=Dynamic, StandardCache=True, IsLoadedInStagedContext = False, Timestamp=1851154, MinActiveRowVersion=1851154Detail: <OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts"> <ActivityId>367433ef-1ac9-4480-81ac-3d128d74afcc</ActivityId> <ErrorCode>-2147217149</ErrorCode> <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" /> <Message>'Contact' entity doesn't contain attribute with Name = 'customerid' and NameMapping = 'Logical'. MetadataCacheDetails: ProviderType=Dynamic, StandardCache=True, IsLoadedInStagedContext = False, Timestamp=1851154, MinActiveRowVersion=1851154</Message> <Timestamp>2018-04-04T08:53:43.9024848Z</Timestamp> <ExceptionRetriable>false</ExceptionRetriable> <ExceptionSource i:nil="true" /> <InnerFault i:nil="true" /> <OriginalException i:nil="true" /> <TraceText i:nil="true" /> </OrganizationServiceFault>

Thanks,

Jon
Alex Fun Wei Jie 33,626 on at

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RE: Filter Contact Lookup associated with accounts

Hi Jon,

it stated specified field does not exist, can you download the log file and upload here ?
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RE: Filter Contact Lookup associated with accounts

Hi guys,

I don't understand why but suddenly the filtering stopped working on the case record..

Thanks,

Jon
Alex Fun Wei Jie 33,626 on at

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RE: Filter Contact Lookup associated with accounts

Hi Jon,

glad it worked. You're welcome.
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Alex Fun Wei Jie 33,626 on at

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RE: Filter Contact Lookup associated with accounts

Hi Jon,

by looking at the css

for contact field , use "header_process_new_contact"

for account field, can you get another screen shot for that?
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RE: Filter Contact Lookup associated with accounts

Hi Shahbaaz,

That worked.

Thank you so much Shahbaaz and Wei Jie for helping me make it work. Appreciate it!!!

Thanks again!

Jon