Microsoft Dynamics CRM (Archived)

Displaying child records based on field selection on parent form

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Posted on by crmprogrammer2013

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Hi,

I am just trying to find ideas and see if there is any possibility to implement this below scenario.

Can we set up a form with some fields and based on one of the field value selection, show all the related records(child records for instance).

Is this possible? Please let me know if the question is not clear. I am imagining a setup more like 'Advanced find' but can't use it as we may extend further more based on the requirements.

Thanks for any help.

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Mahadeo Matre 17,021 on at

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Hi,

Do you want to implement custom search page? or in particular entity want custom search based on values selected.. eg. show contacts for account when location city is selected or country is selected etc.

You can achieve all this using JavaScript code.

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crmprogrammer2013 2,665 on at

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in particular entity want custom search based on values selected - it is.

Yes, based on country or location like you said, pick all the random contacts that matches the criteria. And then probably be able to select one of the retrieved records and move through the next steps of the workflow which we are not sure of yet. For time being, we would like to have a base to start the work with.

Thanks for the quick response.

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crmprogrammer2013 2,665 on at

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Any reference to the similar feature articles would be helpful. Thanks again.

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Mahadeo Matre 17,021 on at

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Hi,

If it is on CRM entity form and want to filter sub grid, then there are some unsupported JavaScripts.

nishantrana.me/.../unsupported-filtering-of-subgrids-in-dynamics-365-crm-2016

community.dynamics.com/.../236817

otherwise, use JavaScript, HTML webresoruce and CRM web API to create your custom search page and retrieve records based on values using API.

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Community Member on at

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You can achieve this by using addPreSearch and addCustomFilter methods by passing value from one field to fetch query.

Using addPreSearch method you can specify a handler to PreSearch Event. Inside the handler you can specify your fetch xml query that can be used for filtering child records.

The filter applied in the fetch xml will be combined with the any previously added filter as an 'AND' condition.

To remove the filter we can use removePreSearch method.

Syntax

formContext.getControl(arg).addPreSearch(myFunction)

e.g.

Filtering the primary contact lookup to show only those records starting with S in the account form.

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crmprogrammer2013 2,665 on at

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@Dilbagh - Isn't that for lookup field filtering? I am trying to filter on a subgrid.

Thank you.

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