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Add Custom View in customer lookup and remove account view from lookup.

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Posted on by Community Member Microsoft Employee

We have a scenario where in we need to dynamically set a custom filter of contact to customer lookup but the problem is that it displays account view only. When we add a new custom filter to remove account view it displays custom contact which is correct, but contact custom view does not comes when we click on look for more records. Is there a way on how to remove the previously added custom filter on a customer lookup so that account view does not appear and contact custom view appears?

To remove account view we have used following code:

var account_filter = "<filter type='and'>" +
"<condition attribute='accountid' operator='null' />" +
"</filter>";
Xrm.Page.getControl("customerid").addCustomFilter(account_filter, "account");

Thanks in advance.

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gdas 50,085 on at

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RE: Add Custom View in customer lookup and remove account view from lookup.

Hello ,

Seems the function is not triggering second time , where do you register this function?

Try to register the function onchange of the field for which field change you want to filter the lookup.