How to filter lookup based on 2 criteria

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Hi,

We have a contact lookup on Account that we want to restrict to only display the contact linked to that Account OR that Account parent account

Is there a script that be can be done for this?

I can do just the former via the built in form field "related records filtering"

Thanks,
Jonathan

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Charles Abi Khirs 3,569 on at

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RE: How to filter lookup based on 2 criteria

Hello,

Just to clarify, in the contact lookup field you will have maximum 2 records (the one related to the current account and the other contact related to the parent account). Correct?

If it is the case, you can use the function addCustomView as in this link: https://charlesak.blogspot.com/2019/03/crmd365-filter-lookup-based-on-nn.html

Of course your fetchXml should be changed to meet your needs. You can use the Advanced Find to properly get your FetchXml

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a33ik 84,331 Most Valuable Professional on at

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RE: How to filter lookup based on 2 criteria

Hello,

You definitely can use the script - www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter

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Community Member on at

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RE: How to filter lookup based on 2 criteria

Thanks for the reply

Potentially more than 2

The Contact lookup field is on Account A.

Account A has a parent account of Account B

On the contact lookup field on Account A, we want to pre filter it to only give contacts where the account they are linked to is Account A OR Account B

Is that clearer?

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Community Member on at

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RE: How to filter lookup based on 2 criteria

Thanks for the reply

Doesn't that only allow you to define one contact? whereas we want to show all contacts linked to either the current OR parent contact

Am I misreading it?

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Martin Donnelly 1,030 on at

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RE: How to filter lookup based on 2 criteria

Here's the xrm method for the javascript: docs.microsoft.com/.../addcustomview

You're going to have to build your fetchXML in the script -- something like ... contact.parentAccountid IN><this accountid /><this parentaccountid /></filter>

(very, very pseudo-script -- don't copy it literally) and follow Andrew's link above to inject it into the lookup view on the client side.

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Martin Donnelly 1,030 on at

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RE: How to filter lookup based on 2 criteria

PS- and you're going to have to change the setting of your lookup field on the form to NOT include only associated records -- I think

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