Contacts -> Javascript to restrict to display only one view for Owner lookup field

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Posted on by Praveen Kumar Ellappa

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Hi All,

My Business case is, user should be able to manually assign a team as an owner for a contact record, if they are part of more than 1 team. As it's always team will be a owner and they should view only the team they are part of, I am expecting below behavior.

When an user clicks on the "Owner" lookup field, the entity should be locked to "Teams" and the view should only be "My Teams".

I guess, this can only be done through javascript and as I am not developer myself, can anyone share a generic javascript (if already available), so that I can manipulate it and make it work?

Thanks,

Praveen.

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RaviKashyap 55,410 Moderator on at

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Hi,

I think the easiest (no code) way would be this-

1. Create a new custom field "Owner (Team)" which would be a look up to Team entity. Make it mandatory

2. Hide the OOB "Owner" field.

3. Create a Business Rule which populated the values from "Owner (Team)" to "Owner" field always.

4. You may also need to hide the "Assign command" if it is available to user as this can also change the owner.

Hope this helps.

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RaviKashyap 55,410 Moderator on at

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Update

Instead of Business Rule, you need to use real time workflow to assign the record to the team. In Business Rule, the field doesn't appear to set on owner field.

Hope this helps.

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Praveen Kumar Ellappa 160 on at

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Hi Ravi,

Thanks for you answer. Let me implement your recommendation and see how our team responds to it.

Regards,

Praveen.

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Praveen Kumar Ellappa 160 on at

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Ravi,

Should we hide the Assign command using XRM toolbox?

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Arun Vinoth 11,615 Moderator on at

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You can try any one of the options Guido recommending in this thread: community.dynamics.com/.../180992

Other choices discussed here: community.dynamics.com/.../157459

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Praveen Kumar Ellappa 160 on at

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Arun,

I am going for option 3. Is there a way to restrict users to view and select only the teams they are part of; i.e. only My Teams view should be there?

Regards,

Praveen.

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Adrian Begovich 1,027 Moderator on at

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Hi Praveen Kumar Ellappa,

After creating the lookup field to the team entity, you can modify the field properties so that the default view on the lookup field is set to "My Teams" and the view selector is set to off.

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RaviKashyap 55,410 Moderator on at

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Hi Praveen,

You need to use Ribbon Workbench to hide the assign button.

You can refer this thread fro the steps. Do not that you do not uncustomize after hideing it (as mentioned in the answer).

community.dynamics.com/.../186299

Hope this helps.

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RaviKashyap 55,410 Moderator on at

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Hi Preveen,

For restricting the view to My Team view only, you can change the field properties. Refer screenshot below-

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