Customize Price List Item Look-up View

(1) Share

Report

Posted on by Community Member

I have a scenario where I need to customize Price List Item Look-up view.

Dy default the '+' to add Existing Product shows a default Lookup view which has multiple unwanted columns. To overcome this I created a new view in Price List Item with required columns but not able to set this view as default to my lookup.

4863.1.PNG

7043.2.PNG

5850.3.PNG

I checked Opportunity form and I couldn't find any Price list item view mentioned there.

Anybody knows how to set this.

Any help is appreciated.

*This post is locked for comments

All responses (6)

Answers (0)

Anh Luu 215 on at

Like (0)

Report

RE: Customize Price List Item Look-up View

I have the same issue.

Have anyone had the solution for this problem yet?
Community Member on at

Like (0)

Report

RE: Customize Price List Item Look-up View

I met the same issues as you. I want to add a column to Product Pirce List - Price List page. But i don't know how to do.Waiting the help. thanks.
Community Member on at

Like (0)

Report

RE: Customize Price List Item Look-up View

I tried to implement your second option but dont know how to get Lookupfiled ID.

Xrm.Page.getControl("LookupFieldID").addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true); // You need to replace lookup field Id

I am able to find other lookup filed ids in different form but in this scenario i am not able to get this field id through form editor as it is not shown in Opportunity/Opportunity Product form.

Could you please help me how to get lookupfiled id to add custom view.
Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report

RE: Customize Price List Item Look-up View

Hi ,

did you try my second option I am sure it will work . Try to implement . I did for security role lookup which also system entity without any issue.

Thanks

Goutam
Community Member on at

Like (0)

Report

RE: Customize Price List Item Look-up View

Hi Goutam Das, thanks for the reply.

Customizing "Price List Items in Entity Price List" is not possible as it permits only limited customization.

Also in my case i need to show a specific view with filter conditions so that only required products will be shown to the user.
Suggested answer

gdas 50,091 Moderator on at

Like (1)

Report

RE: Customize Price List Item Look-up View

Hello,

Did you tried with this by going to setting -> Customization --> PricelistItem --> Views --> got to "Price List Items in Entity Price List" --> Add/Edit columns -> Publish All Customization .

Second option you can do by writing below script.-

Just consume this function onload and Onchange of your form and field. Change as per your required attributes and field name.

function SetLookUpView() {

var viewId = "{BE653221-C406-4DD1-BC80-52EC2420BDBA}"; // View Id will be the same , However you can get easily get viewID by going to setting -> Customization --> PricelistItem --> Views --> doubleclicj on view --> press F11 window willl maximize and copy the url from top. find the ID ( &id=%7bBE653221-C406-4DD1-BC80-52EC2420BDBA%7d the id will be without %7b ---Id --- %7d)
var entityName = "productpricelevel";
var viewDisplayName = "Price List Items in Entity Price List";

var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
"<entity name='productpricelevel'>" + // Need to retrieve what field you want to retrieve
"<attribute name=' productnumber'/>" +
"<attribute name='uomid'/>" +
"<attribute name='productid'/>" +
"<attribute name='amount'/>" +
"<order descending='false' attribute='productnumber'/>" +
"</entity></fetch>";

var layoutXml = "<grid name='resultset' " +
"object='1' " +
"jump='roleid' " +
"select='1' " +
"icon='1' " +
"preview='1'>" +
"<row name='result' " + //Which filed you want to see in the View
"id='productid'>" +
"<cell name='name' " +
"width='200' />" +
"<cell name='productnumber' " +
"width='150' />" +
"</row>" +
"</grid>";

Xrm.Page.getControl("LookupFieldID").addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true); // You need to replace lookup field Id

}