
I have a Custom View that was working up until about 3 hours ago.
Based on who the potential Customer is alternate addresses are being pulled and added into a custom view. Note that I couldn't use the PreFilterSearch method because of the complexity of the fetch query.
So I used the method from CRM 2011 that I found which is...
var potentialCustomer = Xrm.Page.getAttribute("customerid").getValue();
if (potentialCustomer != null){
var accountId = potentialCustomer[0].id;
var name = potentialCustomer[0].name;
createViewForBilling(accountId, name);
}
function createViewForBilling(accountid, accountname)
{
var _viewId = '{10CACCF3-AC63-46FE-920B-DFEF53BCDE33}';
var _entityName = 'accounts';
var _viewDisplayName = 'Alternate Bill To Accounts : ' + accountname;
var potentialCustomer = Xrm.Page.getAttribute("customerid").getValue();
var fetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>" +
"<entity name='account'>"+
"<attribute name='name' />"+
"<attribute name='primarycontactid' />"+
"<attribute name='telephone1' />"+
"<attribute name='accountid' />"+
"<attribute name='address1_postalcode' />"+
"<attribute name='address1_line1' />"+
"<attribute name='address1_stateorprovince' />"+
"<attribute name='address1_county' />"+
"<attribute name='address1_country' />"+
"<attribute name='address1_city' />"+
"<order attribute='name' descending='false' />" +
"<link-entity name='connection' from='record2id' to='accountid' alias='ah'> " +
"<filter type='and'>"+
"<condition attribute='record2roleid' operator='eq' uiname='Alternate Bill-To' uitype='connectionrole' value='{0F962F93-DDB5-E311-8FAC-6C3BE5A8C238}' />" +
"</filter>"+
"<link-entity name='account' from='accountid' to='record1id' alias='ai'>"+
"<filter type='and'>"+
"<condition attribute='name' operator='like' value='"+accountname+"' />"+
"</filter>"+
"</link-entity>"+
"</link-entity>"+
"</entity>"
"</fetch>";
var layoutXML = "<grid name='resultset' object='1' jump='name' select='1' icon='1' preview='1'>" +
"<row name='result' id='accountid'>" +
"<cell name='name' width='250' />" +
"<cell name='primarycontactid' width='150' />" +
"<cell name='telephone1' width='150' />" +
"<cell name='address1_line1' width='200' />" +
"<cell name='address1_city' width='150' />"+
"<cell name='address1_stateorprovince' width='100' />" +
"<cell name='address1_country' width='150' />" +
"<cell name='address1_county' width='150' />"+
"</row>" +
"</grid>";
var lookupControl = Xrm.Page.ui.controls.get("new_billto")
lookupControl.addCustomView(_viewId, _entityName, _viewDisplayName, _fetchXml, _layoutXml, true);
The Custom View pulls up properly and gets the right values, but when I select a value and click Add, the Bill To Account field that displays the selected values gets minimized, and then resets to "--" on the next save.
When I use a System View to select an account it works fine.
Any idea why this is happening?
Might it be the fact that the GUID is hard-coded?
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I have the same question (0)*Fixed.
For anyone who has the same problem... I forgot to get accountid in the fetch.