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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Restricting the Regard...
Microsoft Dynamics CRM (Archived)

Restricting the Regarding object lookup & Customer party list IN Service Appointment

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Posted on by Community Member Microsoft Employee

Hi,

In my Service Appointment ,

I have two fields which are look up and I want to reset to certain lookup types only - not all entity types present in the system.

Entity : Service Appointment

One field is regardingobjectid

Data type : look up

Want this lookup restrict to only : Incident (Case)

Another is customers  

Data type : Party list

want this list to have contact lookup records only.

I tried to manipulate these fields using JavaScript on Form load

Various Methods used in Code :

Method 1

var control1= Xrm.Page.getControl("regardingobjectid");
control1getAttribute().setLookupTypes(["incident"]);

var control2 = Xrm.Page.getControl("customers");
control.getAttribute().setLookupTypes(["contact"]);

Still I'm able to access other entities records in these fields

4_2D00_26_2D00_2017-2_2D00_28_2D00_45-PM.png4_2D00_26_2D00_2017-2_2D00_30_2D00_37-PM.png

Method 2 : 

var lookupData = Xrm.Page.getAttribute('regardingobjectid').getLookupDataAttribute();
 
 
if (lookupData.getSupportedLookupTypes().length > 1
     && lookupData.getSingleLookupTypeId() !== 112) {
    lookupData.setLookupTypes(['incident']);
}

 

Here I'm getting error : Xrm.Page.getAttribute(....).getLookupDataAttribute(); is not defined 

Method 3 :

Using DOM elements , it will not work in current version - CRM Dynamics 365

http://mscrmgoodies.blogspot.com/2012/02/custom-lookup-in-crm-2011.html

I don't know why its not working in that entity where I tried method 1 which is working in Case entity with similar kind of fields. Can anyone help me in this problem ?

References (I used till now):

https://community.dynamics.com/crm/f/117/t/186304

https://missdynamicscrm.blogspot.dk/2014/06/crm-20112013-filter-look-for-lookup-activity-party.html

http://www.powerobjects.com/2016/03/24/filtering-partylist-fields-with-javascript-addpresearch/#collapse1

https://community.dynamics.com/crm/b/dynamicscrmdevdownunder/archive/2016/06/01/restricting-the-customer-lookup

https://dreamingincrm.com/2016/06/02/restricting-the-customer-lookup/

https://community.dynamics.com/crm/f/117/p/218302/582721#582721

Best,

Deepthi

*This post is locked for comments

  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: Restricting the Regarding object lookup & Customer party list IN Service Appointment

    Hi Deepthi,

    You can use following code to achieve your requirement:

     

    To Default Regarding Field to Incident:

     

      var requiredObjectControl = Xrm.Page.getControl("regardingobjectid");

     

            // Validate Regarding Object Control

            if (isValid(requiredObjectControl)) {

     

                // Check if multiple type dropdowns enabled for this lookup

                if (requiredObjectControl.getEntityTypes().length > 1) {

     

                    // Set entity type to incident

                    requiredObjectControl.setEntityTypes(['incident']);

                }

            }

     

    To Default Customer Field to Contact:    

     

            var customerControl = Xrm.Page.getControl("customers");

     

            // Validate Customer Control

            if (isValid(customerControl)) {

     

                // Check if multiple type dropdowns enabled for this lookup

                if (customerControl.getEntityTypes().length > 1) {

     

                    // Set entity type to contact

                    customerControl.setEntityTypes(['contact']);

                }

            }

     

    Hope this helps!

     

    Thanks!

  • Ash06 Profile Picture
    Ash06 104 on at
    RE: Restricting the Regarding object lookup & Customer party list IN Service Appointment

    Were you able to resolve this prob?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Restricting the Regarding object lookup & Customer party list IN Service Appointment

    I had the same problem in CRM 2016 but when I installed SP1 it worked.

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Restricting the Regarding object lookup & Customer party list IN Service Appointment

    As described here it should work:

    dynamicsobjects365.wordpress.com/.../filtering-partylist

    Is it possible that you have activated lecagy form rendering in the System Settings? If so try to turn it off.

  • naZir Profile Picture
    naZir 850 on at
    RE: Restricting the Regarding object lookup & Customer party list IN Service Appointment

    Hi,

    You can use this code to control what are the entities you want to show in regarding field

    function restrictRegardingField()

    {

    Xrm.Page.getAttribute("regardingobjectid").setLookupTypes(["account", "opportunity"]);

    }

  • sjbbaggie Profile Picture
    sjbbaggie 20 on at
    RE: Restricting the Regarding object lookup & Customer party list IN Service Appointment

    Were you able to resolve this issue?

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