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Customer experience | Sales, Customer Insights,...
Suggested answer

Quick View Form Filter

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Hi Team,

Can we filter the Quick View form result using fetch XML in Javascript?

In Order entity I have added Quick view form of addresses, and need to filter the addresses based on account's profile.

Any help is really appreciated!

Thank You!

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at
    RE: Quick View Form Filter

    Hi,

    Quick view controls are associated with a lookup field that is included in a form. If the lookup field value is not set, the quick view control will not be visible. Data in quick view controls cannot be edited and quick view forms do not support form scripts.

    What do you mean by filtering the quick view form based on Account's profile?

    What I understand is you have added quick view form of Account Entity to show Account address on Order entity?

    It will only show the address related to what you have selected in Account lookup.

    But you can use below client api to interact with Quick view form.

    docs.microsoft.com/.../formcontext-ui-quickforms

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Divya_R Profile Picture
    on at
    RE: Quick View Form Filter

    Hi Bipin Kumar ,

    Thanks so much for your response. I got it.

    You're absolutely right, that's exactly what I am trying to do.

    But I want to filter the addresses shown on quick view form based on the profile of Account - Primary/ Secondary and  addresses shown should be always of Primary profile account.

    If the account selected is secondary want to get the Primary account of that secondary account and show addresses of primary one.

    Hope it's not confusing. Is there any way to achieve this filter?

    I tried with fetch xml but it gives addresses of only related account.

    Thanks,

    D

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