Filter New Record SubGrid with field

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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 45,095 on at

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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

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Community Member on at

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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.

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jcadle 5 on at

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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.

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Community Member on at

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I'm glad to have helped, best regards

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