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portal crm

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hi. how to set dependent dynamic lookup set filter on entity list on portal crm?

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: portal crm

    Hi, is that CRM - Model Driven App? or is that Portals - Portal App?

    If Portals app please look at this: oliverrodrigues365.com/.../

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: portal crm

    Hi, Golnaz

    Unfortunately, with the existing filter settings, it is not possible to achieve your needs.

    However, you can try to add a JavaScript to control the options of the second filter.

    You can get the ids of the filter lists by selecting the element with F12.

     5618.png

    For example, the id of the first one is ‘dropdown_0’ and the other one is ‘dropdown_1’.

    var obj1 = $("#dropdown_1")[0];
    obj1.options[0] = new Option("");
    obj1.options[1] = new Option("");
    obj1.options[2] = new Option("");

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Nafas Profile Picture
    Nafas 160 on at
    RE: portal crm

    Hi Nya.

    i have two dynamic lookup set filter: 1-produkt 2-produkt group. i want when i select product group, second dynamic lookup set filter shows the product that related to selected product group.

    thanks

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: portal crm

    Hi, Golnaz

    You can set a dynamic lookup filter in Portal Management app.

    1. Open the entity list which you want to add the filter into.

     6153.png

    1. Scroll down the page to find the Metadata Filter. The Orientation determines where your filter is located.

     18830.png

    1. Enable it and add the Dynamic Lookup Set

    3482.png

    • Label Column: The field from the View that provides each entity's "Name" value.
    • Filter Lookup On Relationship: Specifies a relationship between the entity specified by the Relationship field and the logged in user. If the entity specified by the Relationship field also has a relationship to a contact, you may optionally narrow the list of filter options to those related to the logged in user.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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