how can i get the related contacts on the lookup field when i choose an existing account in the lead entity?

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Posted on by Anant

255

there is a lead entity and the query is if we select an account from the lookup field , there the contact lookup field should also show the related contacts in the lookup field.

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Anant 255 on at

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RE: how can i get the related contacts on the lookup field when i choose an existing account in the lead entity?

thanks man..!! finally the code is working..
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ashlega 34,475 on at

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RE: how can i get the related contacts on the lookup field when i choose an existing account in the lead entity?

Hi Anant,

I'm pretty sure this functionality is available out of the box, you just need to configure related records filtering for the contacts lookup on that form:

www.powerobjects.com/.../how-to-use-dependent-lookups-for-dynamics-crm-201320152016
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Rajat Awasthi 675 on at

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RE: how can i get the related contacts on the lookup field when i choose an existing account in the lead entity?

Hi Anant ,

You can write a java script to show desired records view.

function preFilterLookup() { Xrm.Page.getControl("parentaccountid").addPreSearch(function () {

addLookupFilter();

});

}

function addLookupFilter() {

var email = Xrm.Page.getAttribute("emailaddress1").getValue();

if (email != null) {

fetchXml = "<filter type='and'><condition attribute='emailaddress1' operator='eq' value='" + email + "' /></filter>"; Xrm.Page.getControl("parentaccountid").addCustomFilter(fetchXml);

}

}

Please mark as verified if this has helped you.
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Gopalan Bhuvanesh 11,397 on at

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RE: how can i get the related contacts on the lookup field when i choose an existing account in the lead entity?

Hi

You need to create custom filtered lookup

community.dynamics.com/.../159418