Filter Customer field on Case Form

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Posted on by Community Member Microsoft Employee

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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ajyendra 1,730 on at

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RE: Filter Customer field on Case Form

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.
Community Member Microsoft Employee on at

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RE: Filter Customer field on Case Form

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 1,730 on at

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RE: Filter Customer field on Case Form

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.