Stakeholders on an opportunity

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Posted on by RicksterBC44

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We are trying to complete our stakeholders section on our Opportunities form so we can identify who is involved and what roles they are playing. For the most part this works for us. However, when I use the New Connection button to add a stakeholder, in the "As this role" field, it gives me the whole range of connection roles (in all different categories) and not just the few defined stakeholder roles I want. Consequently, our users are mistakenly adding in other roles. Not only does this mess up our process, it also means the stakeholder they just added often doesn't get added to the stakeholder list (because they selected a non-stakeholder role). Of course, this ruins what we want to accomplish with our stakeholder section.

So, how do I limit the selection of roles to just the stakeholder roles and not get all the other roles mixed in?

Thanks

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Hicham GRC 200 on at

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Hi,

I suggest to try to create a JS function that fires on change event of stakeholder field and create an XML custom filter on the lookup "As this role".

This an example that you can find in this documentation https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/addcustomfilter

var Sdk = window.Sdk || {}; Sdk.setParentAccountIdFilter = function (executionContext) { formContext = executionContext.getFormContext(); formContext.getControl("parentaccountid").addPreSearch(Sdk.filterCustomerAccounts); } Sdk.filterCustomerAccounts = function () { var customerAccountFilter = ""; formContext.getControl("parentaccountid").addCustomFilter(customerAccountFilter, "account"); }

In your case, your filter should look like :

{9C86F660-5F5B-E611-810B-00155DBD6A1D} {63E69A22-8E7F-4524-BE97-37E05480F7F0}

Depending on the role of the stakeholder, you can add only the roles you want in the filter.

Hope this will help.

Hicham

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