Pre filtering CRM 2015 v 7.0.2.146

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Posted on by bebeben10

130

Hi All,

I am aware that there is an out of the box functionality to pre filter a lookup field based on another lookup field. However, that out of the functionality works only in the form not in the Business Process Flow, isn't? So I have created a JavaScript functionality that adds addPreSearch() function to the lookup field I would like to be pre-filtered. This is working fine when I populated the parent lookup field then populate child lookup field. But, when I deleted the value from both lookup fields then populated them again, on my child lookup field, it will say "No records found". This does not work in the form as well. Below is the code for my pre-filter.

if (Xrm.Page.getControl("header_process_new_ratetype") != null) {
Xrm.Page.getControl("header_process_new_ratetype").addPreSearch(function () {
fetchXml = "<filter><condition attribute='new_ratecategory' operator='eq' value='" + rateCategory[0].id + "' /></filter>";
Xrm.Page.getControl("header_process_new_ratetype").addCustomFilter(fetchXml);
});
}

Am I missing something here?

Thanks in advance.

Regards,

Marvin

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bebeben10 130 on at

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RE: Pre filtering CRM 2015 v 7.0.2.146

Will definitely try this and update with the result
Temmy Wahyu Raharjo 2,914 on at

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RE: Pre filtering CRM 2015 v 7.0.2.146

Hi, try my function. It's better because we only regis the function 1 time only. When lookup triggered searching, the function will be invoke automatically without you need to delete the presearch.
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bebeben10 130 on at

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RE: Pre filtering CRM 2015 v 7.0.2.146

Hi All,

Thanks for your inputs.

Adding Xrm.Page.getControl(arg).removePreSearch(handler) in the code fixed the issue.

Though in a different way as you have suggested.

Below is the exact block of code I have implemented and worked.

function addPreSearchFilter() {

// fetchXML = "";

// Xrm.Page.getControl(arg).addCustomFilter(fetchXml);

}

function mainFunction () {

Xrm.Page.getControl(arg).removePreSearch(function () {

addPreSearchFilter();

});

Xrm.Page.getControl(arg).addPreSearch(function () {

addPreSearchFilter();

});

}
Temmy Wahyu Raharjo 2,914 on at

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RE: Pre filtering CRM 2015 v 7.0.2.146

Hi. For PreSearch function I'm prefer using IFFE(Immediately Invoked Function Expression):

This is example how to create function with IFFE style:

function AddPresearch(){ var isRun; var fnSearch = function(){ var category = Xrm.Page.getAttribute("ratecategory").getValue(); if(category==null) return; var fetchXml = "<filter><condition attribute='new_ratecategory' operator='eq' value='" + category[0].id + "' /></filter>"; Xrm.Page.getControl("header_process_new_ratetype").addCustomFilter(fetchXml); }; return function(){ if(!isRun && Xrm.Page.getControl("header_process_new_ratetype") != null){ Xrm.Page.getControl("header_process_new_ratetype").addPreSearch(fnSearch); isRun = true; } }(); }

Just register the function in onload / bpf load.
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RaviKashyap 55,410 Moderator on at

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RE: Pre filtering CRM 2015 v 7.0.2.146

Hi Marvin,

As also mentioned above, you need to remove the custom filter if the condition fails.

Xrm.Page.getControl(arg).removePreSearch(handler)

Take a look here:

msdn.microsoft.com/.../gg334266.aspx
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Alex Fun Wei Jie 33,626 on at

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RE: Pre filtering CRM 2015 v 7.0.2.146

Hi,

if your parent lookup field doesn't have value, remove the addPreSearch. Always make sure there is a else statement .

community.dynamics.com/.../170060