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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filter New Record SubG...
Microsoft Dynamics CRM (Archived)

Filter New Record SubGrid with field

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Posted on by Community Member

Hello,

I need filter a sub-grid search when i add a new record.

Scenario:
In my entity have a relationship 1:N with contacts, this relationship i put a subgrid in a form, i need filter the search contact by field (step 1), when i add a new record need tho show only contacts associated a account selected en the field of step 1, it's possible this function?

PD: Sorry for my english

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  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    This post should help you to implement your requirement: missdynamicscrm.blogspot.com.au/.../filter-lookup-field-by-related-subgrid-crm-2011-2013.html

    Thanks

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi, the information in this post doesn't works for me.

    But I found a solution for my case with relations N:N

    var LastQuery = "";

function filterSubGrid() {
    debugger;
    setSubgridLookupFiltering();
}

function AddLookupFilter(entity_type, customFilter) {
    var subgridLookup = Xrm.Page.getControl("lookup_Contacts_Participants");
    subgridLookup.addCustomFilter(customFilter, entity_type);
}

function setSubgridLookupFiltering() {
    var subgridAddButtonId = "Contacts_Participants_addImageButton";
 
    //Try to get the element from both the current and the parent document.
    var subgridAddButton = document.getElementById(subgridAddButtonId) || window.parent.document.getElementById(subgridAddButtonId);
 
    //This script may run before the subgrid has been fully loaded on the form. If this is the case,
    //delay and retry until the subgrid has been loaded.
    if (subgridAddButton == null) {
        setTimeout(setSubgridLookupFiltering, 2000);
        return;
    }
 
    //Local function to retrieve the lookup control and apply the filter. We will queue this function in the click event handler of the
    //Add button's click event.
    var getSubgridLookupAndAddFilter = function() {
        var subgridLookup = Xrm.Page.getControl("lookup_Contacts_Participants");
 
        //Delay and retry until we can locate the lookup.
        if (subgridLookup == null) {
            setTimeout(getSubgridLookupAndAddFilter, 200);
            return;
        }
 
        //This is a custom property we are tagging on to the lookup control to ensure that we will
        //apply the custom filter only once when the Add button is first clicked.
        if (subgridLookup.customFilterAdded) {
            subgridLookup.removePreSearch(function () {
                subgridLookup.addCustomFilter(LastQuery, "contact");
                //AddLookupFilter("contact", LastQuery);
            });
        }

        var LookUp = Xrm.Page.getAttribute("jar_cliente").getValue();

        console.log(LastQuery);
 
        subgridLookup.addPreSearch(function() {
            //Standard logic to build up the filter query string
            var filterQuery = "<filter type='and'><condition attribute='parentcustomerid' operator='eq' value='" + LookUp[0].id + "' /></filter>";
            
                //Set Global Variable to remove PreSearch
                LastQuery = filterQuery;
 
            //Standard call to add filter to the lookup control
            subgridLookup.addCustomFilter(filterQuery, "contact");
        });
 
        //Mark the fact that we have already added the filter so that we won't do it again the next time the user clicks the Add button.
        subgridLookup.customFilterAdded = true;
    };
 
    //Attach the function to retrieve the lookup and apply the filter to the Add button's click event. Remember that we
    //can only get the lookup after the user has clicked the Add button.
    subgridAddButton.addEventListener("click", function() {
        setTimeout(getSubgridLookupAndAddFilter, 200);
    });
}

    Only a one problem, when the user change the principal lookup field, not work the filter, the function is called removePreSearch.

    if (subgridLookup.customFilterAdded) {
            subgridLookup.removePreSearch(function () {
                subgridLookup.addCustomFilter(LastQuery, "contact");
                //AddLookupFilter("contact", LastQuery);
            });
        }


    I'm working for solved this problem.

  • jcadle Profile Picture
    jcadle 5 on at

    I have been all over the internet for 2 days and this has been the only implementation of this code set that I have been able to get functional for an on prem 2016 version of Dynamics CRm. Thank you for posting.

  • Community Member Profile Picture
    Community Member on at

    I'm glad to have helped, best regards

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