Filtering Lookups on the Business Process Flow fields

(0) Share

Report

Posted on by JaiG

Hello,

I understand that to get the fields in the business process flow to filter you have to do it using JS and add a custom filter to those fields. The fields are named as header_process_<fieldname>.

I have this working. BUT my problem is that if I load a Case that was created before we started using BPFs, it raises an error when trying to GetControl header_process_<fieldname>.

How do I add a check before the getcontrol to see if the field actually exists on the form?

Here is my script:

function preFilterLookup() { Xrm.Page.getControl("header_process_contractid").addPreSearch(function () {
addLookupFilter();
});
}
function addLookupFilter() {
var lookupobject = Xrm.Page.getAttribute("customerid");
var value = lookupobject.getValue();
var name = value[0].name;
var id = value[0].id;

if (id != null) {
fetchXml = "<filter type='and'><condition attribute='customerid' operator='eq' value='" + id + "' /></filter>"; Xrm.Page.getControl("header_process_contractid").addCustomFilter(fetchXml);
}
}

Also Microsoft, WHY can't these fields filter out of the box. Ridiculous that I have to use JS to add custom filter to these header fields.

*This post is locked for comments

I have the same question (0)

All responses (13)

Answers (1)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (2)

Report

Have you tried something like:

function preFilterLookup() {

if (Xrm.Page.getControl("header_process_contractid") == null)

return;

Xrm.Page.getControl("header_process_contractid").addPreSearch(function () {

addLookupFilter();

});

}

Was this reply helpful? Yes No
MituCRMing 274 on at

Like (0)

Report

I am trying to do the same thing, well the first one. I used the above code and modified it per my fields name but the filter isn't working. Do I need to register onChange?

Was this reply helpful? Yes No
JaiG on at

Like (0)

Report

I did it onLoad. Been working fine for me.

Do you want to paste your script?

Was this reply helpful? Yes No
MituCRMing 274 on at

Like (0)

Report

Sure.

function preFilterLookup() {

Xrm.Page.getControl("header_process_new_facilitytypeid").addPreSearch(function () {

addLookupFilter();

});

}

function addLookupFilter() {

var lookupobject = Xrm.Page.getAttribute("new_facilitylocationid");

var value = lookupobject.getValue();

var name = value[0].name;

var id = value[0].id;

if (id != null) {

fetchXml = "<filter type='and'><condition attribute='new_facilitylocationid' operator='eq' value='" + id + "' /></filter>";

Xrm.Page.getControl("header_process_new_facilitytypeid").addCustomFilter(fetchXml);

}

}

Was this reply helpful? Yes No
JaiG on at

Like (0)

Report

Looks fine to me...but I'm also not an expert.

What error are you getting?

Was this reply helpful? Yes No
MituCRMing 274 on at

Like (0)

Report

The code isn't doing anything....

Was this reply helpful? Yes No
JaiG on at

Like (0)

Report

So when you go to the field you want filtered and click enter, no error shows up?

I would put in a popup box that pops up with a value of the field you are getting to test.

alert("I am an alert box!");

Was this reply helpful? Yes No
MituCRMing 274 on at

Like (0)

Report

This is my findings from debugging

Xrm.Page.getControl("header_process_new_facilitytypeid"); is coming as null.

Was this reply helpful? Yes No
JaiG on at

Like (0)

Report

Can you try querying the non header process field and see if that returns a value?

So store the attribute as a variable then display it in a popup.

Sounds like the header process field doesn't exist/is spelled wrong.

Was this reply helpful? Yes No
MituCRMing 274 on at

Like (0)

Report

what do you mean by that? Do you mean this? This also returned null

Xrm.Page.getControl("new_facilitytypeid");

Was this reply helpful? Yes No