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

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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

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

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sjbbaggie 20 on at

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Were you able to resolve this issue?

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naZir 850 on at

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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"]);

}

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Andreas Cieslik 9,267 on at

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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.

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Community Member on at

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

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Ash06 104 on at

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Were you able to resolve this prob?

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Inogic 682 on at

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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!

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