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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filter Customer field ...
Microsoft Dynamics CRM (Archived)

Filter Customer field on Case Form

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Posted on by Community Member

Hi,

In the Customer Field of the Case Card Form, I'd like our users to only be able to choose Accounts (not Contacts) with Relationship Type = "Customer" (so not Leads, Prospects, etc.)
Is there a way to do this?

Kind regards,


Nina

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  • Verified answer
    ajyendra Profile Picture
    ajyendra 1,738 on at

    Hi ,

    Please Refer that Link:

    https://www.powerobjects.com/blog/2015/11/20/restrict-customer-lookup-to-accounts-or-contacts-in-dynamics-crm/

    Hope it helps

    Thanks

    Ajyendra

    If this answer is helpful to you . Please Mark as Verified.

  • Community Member Profile Picture
    Community Member on at

    Hi Ajyendra,

    Thanks a lot, that answers the first half of my question.

    However, I still do not know how to filter on a field (in my case the custom field Relationship Type) of a field (Customer). Would you have an example of the code for this as well?

    Kind regards,

    Nina

  • Verified answer
    ajyendra Profile Picture
    ajyendra 1,738 on at

    Hi,

    Instead having 2 filters , add to it respective custom filter.

    Change condition and field name as per your need.

    var contactFilter = "<filter type='and'><condition attribute='customertypecode' operator='eq' value='1' /></filter>";
var accountFilter = "<filter type='and'><condition attribute='accountid' operator='not-null' /></filter>";

Xrm.Page.getControl("customerlookupfield").addCustomFilter(contactFilter, "contact");
Xrm.Page.getControl("customerlookupfield").addCustomFilter(accountFilter, "account");

    Thanks
    Ajyendra

    if this answer is helpful to you. Please Mark as Verified.

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