web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Filtered Lookup

Microsoft Dynamics CRM (Archived)

Filtered Lookup

(0) Share

Report

Report

Posted on by antc

2,911

Hi

I'm having trouble with the following.

On Account entity have a field thats a lookup for Account i.e. a service business(account) and a lookup service personnel(contacts).

I can't work out how to filter the service peronnel(contact) by contacts that have the service business(account) as their parent.

Filtered lookup OOB won't work I don't think as it is technically a lookup to the same entity.

I can't get my head around the fetch JS to do a filtered view for this scenario.

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

antc 2,911 on at

Like (0)

Report
Copy link

Link copied!

Oh it can be fustrating when somethings so simple.

function servicePerson() {

// add the event handler for PreSearch Event

Xrm.Page.getControl("dsd_serviceperson").addPreSearch(addFilter);

}

function addFilter() {

var entityId, lookupFieldObject;

lookupFieldObject = Xrm.Page.data.entity.attributes.get('dsd_serviceaccount');

if (lookupFieldObject.getValue() != null) {

entityId = lookupFieldObject.getValue()[0].id;

}

if (entityId != null) {

//create a filter xml

var filter = "<filter type='and'>" +

"<condition attribute='parentcustomerid' operator='eq' value='" + entityId + "'/>" +

"</filter>";

//add filter

Xrm.Page.getControl("dsd_serviceperson").addCustomFilter(filter);

}

}

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

Varsha deshpande 5

#2

#2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans