Using Linked-Entity in addCustomFilter

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Posted on by Ferdy Griffioen

At this moment I know how to use the addCustomFilter in combination with addPreSearch (and the remove variants). All this works perfectly when passing a filterXml like:

    <filter type="and">
      <condition attribute="name" operator="eq" value="test123" />
    </filter>

But I just can't figure out how to use linked-entities in the addCustomFilter and whether it is actually possible. I've tried the following:

    <link-entity name="account" from="accountid" to="parentaccountid">
      <filter type="and">
        <condition attribute="name" operator="eq" value="test123" />
      </filter>
    </link-entity>

It is still the same filter but it is now placed on the parent account of the account. With this filterXml I want to get all the accounts that have the account 'test123' as the parent account.

The problem is that the filter doesn't work in the addCustomFilter but it does return results in the AdvancedFind.

Is there a way to use linked-entities in the addCustomFilter method, if so what am I doing wrong?

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Community Member on at

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RE: Using Linked-Entity in addCustomFilter

Joe Newstrom's answer is the correct one here, it worked for me perfectly.

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joenewstrom 6 on at

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RE: Using Linked-Entity in addCustomFilter

You aren't going to be able to use addCustomFilter() but you will be able to use addCustomView.

The cleanest, and most importantly, the *supported* way to handle your requirement is as follows:
1. Download the FetchXML for the default query for the lookup (use advanced find).

2. Download the FetchXML for the query that includes your custom filter (i.e. add the link-entity filter in advanced find).

3. Create a javascript function that takes the two FetchXML queries as strings and conditionally replaces the default view using Xrm.Page.getControl().addCustomView()

Using this method you can go multiple layers deep, conditionally cross filter among related lookups, etc. Pretty powerful stuff. addCustomFilter() is pretty compact but also very limited. addCustomView() removes the restrictor plate.

HTH

Joe

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Royal King 27,686 on at

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RE: Using Linked-Entity in addCustomFilter

Take a look at this thread it has workaround. You can't add Linked entity filter in the AddcustomFilter method. You can filter only based on current record field values. In order to filter based on the linked entity either you need to get id's parent record based on condition then provide that id's in the filter criteria or you can use the work around provided int eh below thread..

community.dynamics.com/.../137618.aspx

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Ferdy Griffioen 25 on at

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RE: Using Linked-Entity in addCustomFilter

At this moment I haven't found a solution for the problem. (well our solution was to not support it to our users etc).

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CU20091903-0 55 on at

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RE: Using Linked-Entity in addCustomFilter

Hi Ferdy

I am also faced with the exact same issue and I can't seem to crack it.

Have you managed to find a solution for this yet?

Kind Regards

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Linn Zaw Win 3,407 on at

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RE: Using Linked-Entity in addCustomFilter

If the out of the box addCustomFilter method doesn't work for link entity conditions, try this custom addCustomFilter method

madcomputerist.blogspot.com/.../adding-additional-condition-to-lookup.html

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BiR 180 on at

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RE: Using Linked-Entity in addCustomFilter

I have also created a stackoverflow for your question:

stackoverflow.com/.../using-linked-entity-in-addcustomfilter

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BiR 180 on at

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RE: Using Linked-Entity in addCustomFilter

Have you found a solution?

I am trying to do exactly the same.

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Ferdy Griffioen 25 on at

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RE: Using Linked-Entity in addCustomFilter

@ Adam Vero,

As I've state before, the XML you pass must start with 'filter'. Therefor I can't try your idea as it starts with 'link-entity'.

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Community Member on at

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RE: Using Linked-Entity in addCustomFilter

Have you tried this:

<link-entity name="account" from="accountid" to="parentaccountid" link-type="outer">

<filter... etc

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