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