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Microsoft Dynamics CRM (Archived)

Filtered Lookup

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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.

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antc 2,911 on at

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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);

}

}

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