addPreSearch and not working in dynamics crm 365 V9

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Posted on by DineshRaja

Hi Guys,

I am filter Subgrid records based up on mobilephone number but it is not working. i call the function behind the mobile number field.

this is the code i wrote.

function filterSubgrid(executionContext) {

debugger;
var Sdk = window.Sdk || {};

Sdk.setParentAccountIdFilter = function (executionContext) {

// get the form context
formContext = executionContext.getFormContext();
formContext.getControl("Related_Details").addPreSearch(Sdk.filterCustomerAccounts);
}

Sdk.filterCustomerAccounts = function () {

// Only show accounts with the type 'Preferred Customer'
var customerAccountFilter = "<filter type='and'><condition attribute='new_mobilephone' operator='eq' value='828**********'/></filter>";
formContext.getControl("Related_Details").addCustomFilter(customerAccountFilter, "new_rms");

}

Help Me Guys..

Thank You

Dinesh

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Rawish Kumar 13,758 on at

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Hi Dinesh,

Did you debug the script in your browser to see which line is failing and what is the error.

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DineshRaja on at

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It error shows in this line

formContext.getControl("Related_Details").addPreSearch(Sdk.filterCustomerAccounts);

it shows error like this .addPreSearch is not a function..

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Rawish Kumar 13,758 on at

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Sorry just noticed. If you need to filter the subgrid records. you dont need presearch function , addpreearch is to filter lookup records and not subgrid.

if you need to filter subgrid records - you have to use SetParameter function and pass fetch xml to it:

community.dynamics.com/.../254441

joshimandarblog.wordpress.com/.../crm-2015-applying-custom-fetchxml-to-a-subgrid-using-javascript

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gdas 50,091 Moderator on at

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Hi ,

Try with this , I tested in my instance below code should work.

// Register below method onchange of the new_mobilephone field , make sure you are passing execution context
function setParentAccountIdFilter(executionContext) { // get the form context formContext = executionContext.getFormContext(); formContext.getControl("new_Related_Details").addPreSearch( // Field Name should be with publisher name function () { filterCustomerAccounts(formContext); } ); } function filterCustomerAccounts(formContext) { // Only show accounts with the type 'Preferred Customer' var customerAccountFilter = "<filter type='and'><condition attribute='new_mobilephone' operator='eq' value='828**********'/></filter>"; formContext.getControl("new_Related_Details").addCustomFilter(customerAccountFilter); // Field Name should be with publisher name }

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gdas 50,091 Moderator on at

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"it shows error like this .addPreSearch is not a function.. " this is because field name is not correct. Should be with publisher name . Make sure this field should be lookup field.

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DineshRaja on at

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it is not a lookupfield goutam it is subgrid..

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gdas 50,091 Moderator on at

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Hmm , I have seen later . There is no such method with name "addPreSearch" in the grid control . So you have to do unsupported way in this case which Rawish suggested earlier.

nishantrana.me/.../filter-subgrid-in-dynamics-365-with-new-form-rendering-or-turbo-form

mahadeomatre.blogspot.com/.../dynamically-filter-form-sub-grid-to.html

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DineshRaja on at

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document.getElementById is not works in D365 v9 right..instead of this what can I use

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Rawish Kumar 13,758 on at

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dont use that -all you have to do it take the grid control. : docs.microsoft.com/.../getcontrol

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DineshRaja on at

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I done the code all are executed but related record does not show in the grid all records are shown.

Here's the modified code.

function filterSubgrid(executionContext)

{

var formContext = executionContext.getFormContext();

var subgrid = formContext.getControl("new_Related_Details");

if(subgrid == null)

{

setTimeout(filterSubgrid, 500);

return;

}

var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>"+

"<entity name='new_rms'>"+

"<attribute name='new_name' />"+

"<attribute name='new_mobilephone' />"+

"<attribute name='new_email' />"+

"<attribute name='new_rmsid' />"+

"<order attribute='new_name' descending='false' />"+

"<filter type='and'>"+

"<condition attribute='new_mobilephone' operator='eq' value='82********' />"+

"</filter>"+

"</entity>"+

"</fetch>";

if(subgrid.control != null)

{

subgrid.control.SetParameter("fetchXml", fetchXml);

subgrid.control.refresh();

}

}

what I made mistake in this code..help me

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