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Hi all,
In appointment entity i am trying to set regarding field (party list type) to look for only user record instead of other entities. Based on the user selected in the party list, i have update the activity record owner to it.
How do i do this using JS?
Please advise
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If it does not work with the filer, I am guessing you might add a custom field(a look-up to the user entity),hide regarding on the form, and use that new field instead.. just make sure you also have a javascript, a workflow, or a plugin, to copy that new look-up selection to the regarding field.
Hi,
I am not sure that the addPreSearch solution will work for the case that you are looking for.
The presearch allows filtering when you know what you are looking for within the entity.
Xrm.Page.getControl("contactid").addPreSearch(function () {
addContactLookupFilter();
});
function addContactLookupFilter()
{
var fetchXml = "<filter type='and'><condition attribute='lastname' operator='eq' value='james' /></filter>";
Xrm.Page.getControl("contactid").addCustomFilter(fetchXml);
}
In this particular case you want to restrict the values to only one entity.
It is possible that if you have a field in the contact entity that is unique to this, you might be able to achieve it with the addPreSearch. Worth a test.
Try it out...
You can refer below links:
www.powerobjects.com/.../filtering-partylist-fields-with-javascript-addpresearch
community.dynamics.com/.../186549
Regards,
Pranav
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